Jeremy Tollas is an institutional retirement plan advisor based in Grand Rapids, MI.
Jeremy joined CAPTRUST in 2020, as a vice president and financial advisor responsible for working with organizations to further enhance their qualified and non-qualified retirement plans. This includes consulting with plan sponsors on investments, fee policy development, participant education program design, and committee member fiduciary training.
Prior to joining CAPTRUST, Jeremy served as a relationship manager and retirement plan consultant for 12 years at Plante Moran, one of the nation’s largest certified public accounting, tax, consulting, and wealth management firms.
Jeremy is passionate about implementing highly customized and successful retirement plans for his clients. He has had the opportunity to speak at numerous industry events on best practices for monitoring retirement plans, fiduciary responsibilities, industry trends, and plan governance. The National Association of Plan Advisors (NAPA) recognized Jeremy with its Aces Award, as one of the top 40 advisors in the nation under 40 years old.
Outside of work, Jeremy loves to travel, golf, attend Michigan State football games, and spend time with his wife and two daughters—especially at their favorite Michigan lakeshore destinations.
Education
- Bachelor of Arts degree in finance from Michigan State University
Industry Designations
- Certified Plan Fiduciary Advisor
- Certified Investment Management Analyst®
Industry Involvement
- Speaker, various industry events and conferences
Memberships
- The Investments & Wealth Institute (The Institute®)
- The National Association of Plan Advisors (NAPA)
Awards & Recognition
- NAPA Top DC Advisor Teams | 2020, 2021, 2022, 2024, and 2025 (CAPTRUST South Michigan)
- Full-Ride Chick Evans Scholarship
- NAPA Aces Award (Top 40 advisors under 40) | 2019, 2020, 2022, and 2023
Disclosures
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA).
- CAPTRUST’s ranking on “Barron’s 2024 Top RIAs list” was based on both qualitative and quantitative data, including assets managed, technology spending, and staff diversity, along with other metrics, as of June 30, 2024. CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking
- CAPTRUST teams named on the “Barron’s 2025 Top 100 Institutional Consulting Teams” ranking were evaluated using a proprietary formula including 1) assets, 2) revenue, and 3) quality of practice for the year ending December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking. For more information on the methodology, please click here.
- CAPTRUST’s ranking on the “Financial Advisor magazine’s 2025 RIA Discretionary & Non-Discretionary ranking” was based on CAPTRUST’s total assets as of December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Financial Advisor magazine to obtain the ranking, but does pay a licensing fee for the use of the award logo.
- CAPTRUST advisors named on the “PLANADVISER Magazine 2026 Top Retirement Plan Advisers list” were based on advisor assets among other quantitative metrics, as of Dec. 31, 2025. To be listed, advisors had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Neither CAPTRUST nor its advisors paid a fee to PlanAdviser to obtain or use the ranking.
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA). Neither CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST advisors named on the “NAPA’s 2026 Aces: Top 100 Retirement Plan Advisors Under 40 list” were based on a combination of data submitted by the nominees including the following: Plan size managed, advisor revenue percentage relative to total assets under advisement, total dollar value of defined contribution/defined benefit book of business managed, and other criteria as of October 2025. CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST’s ranking on the “Best Investment Consultant – Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S.” by Crisil Coalition Greenwich for 2025 was based on interviews conducted between February and September 2024 by Crisil Coalition Greenwich. They held interviews with 699 individuals from 563 of the largest tax-exempt funds in the U.S. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. Neither CAPTRUST nor its advisors paid a fee to Crisil Coalition to obtain or use the ranking.