3 weeks ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
- With CAPTRUST Since 2008
- 919.870.6822
-
4208 Six Forks Rd #1700
Raleigh, NC 27609
Jeremy Altfeder, CFP®
Vice President,
Financial Advisor
- Atlanta, GA
- Shawshank Redemption
- Robert Plant, Harry Truman, and Gary Gulman
- Trust and confidence are built from execution.
- Pensiveness, attentiveness, and preparedness
Financial Advisors
Jeremy Altfeder is a wealth management financial advisor based in Raleigh, NC.
Jeremy joined CAPTRUST in 2008 and serves as a vice president, financial advisor responsible for providing comprehensive wealth management and retirement advisory services to high-net-worth investors. Prior to joining the firm, Jeremy worked as a licensed financial specialist at Wachovia Bank and Wachovia Securities and has worked in the industry since 2005. Jeremy was a recipient of the CAPTRUST Client Service Brick Award in 2010. He is active in the community and serves as co-chair for the Raleigh Oak Charter School Board of Directors.
Education
- Bachelor of Arts degree in journalism from the University of Georgia
- Bachelor of Arts degree in political science from the University of Georgia
Industry Designations
- CERTIFIED FINANCIAL PLANNER™
Awards & Recognition
- CAPTRUST Client Service Award | 2010
Memberships
- Co-Chair, Raleigh Oak Charter School
News & Resources
Announcements
Announcements
1 month ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
Resources
2 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
Announcements
2 months ago
CAPTRUST Named Largest RIA for Sixth Consecutive Year
CAPTRUST has been named the largest registered investment advisor (RIA)...
