4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
- With CAPTRUST Since 1999
- 919.870.6822
-
4208 Six Forks Rd
#1700
Raleigh, NC 27609
Jason Stephens, ARPS, CIMA®, CFS®
Senior Director,
Nonqualified Executive Benefits Practice Lead
- 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
Resources
Resources
4 months ago
America Has Voted
It’s early the morning of November 4, the day after...
Fiduciary Update
1 year ago
Fiduciary Update | November 2019
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle covers topics...
Resources
4 years ago
A Crystal Ball and a Compass
It’s that time of year again, when we look into...
