Jason Stephens | Senior Director Nonqualified Executive Benefits Practice Leader Raleigh NC
Jason Stephens, ARPS, CIMA®, CFS®

Jason Stephens, ARPS, CIMA®, CFS®

Senior Director,
Nonqualified Executive Benefits Practice Leader

  • Middlefield, CT
  • On the Right Road | Raiders of the Lost Ark
  • My three children—Natalia, Maya, and Alexander
  • Do the right thing. It will gratify some people and astonish the rest.
  • Honesty, integrity, and a sense of humor

Consulting Solutions Group

Jason is experienced in comprehensive nonqualified plan design and works out of our Raleigh, NC office.

Jason joined CAPTRUST in 1999 and is currently the senior director, nonqualified executive benefits practice leader within our consulting research group, responsible for overseeing nonqualified plan design, implementation, financing, integration, and administration. Jason has worked in the industry since 1999.

Education

  • Bachelor of Science in Business Administration from the University of North Carolina at Chapel Hill

Industry Designations

  • Accredited Retirement Plan Specialist
  • Certified Fund Specialist®
  • Certified Investment Management Analyst®

News & Resources

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