1 month ago
CAPTRUST Named to Barron’s 2023 List
Barron’s recently ranked 22 CAPTRUST advisor teams on the prestigious...
Principal,
Financial Advisor
Jeff joined CAPTRUST in 2010 as a senior vice president and financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Jeff served as vice president with Newport Capital Group and has worked in the industry since 1994.
1 month ago
Barron’s recently ranked 22 CAPTRUST advisor teams on the prestigious...
10 months ago
CAPTRUST was named the largest registered investment advisor (RIA) by...
12 months ago
Business North Carolina recently recognized CAPTRUST and CEO Fielding...
1 year ago
Barron’s recently honored 20 CAPTRUST advisor teams with the prestigious...