1 month ago
CAPTRUST Named to Barron’s 2023 List
Barron’s recently ranked 22 CAPTRUST advisor teams on the prestigious...
Principal,
Financial Advisor
Jim serves as a principal and financial advisor with more than 20 years of experience and is responsible for leading his team and providing retirement plan advisory services to corporate fiduciaries. His experience covers fiduciary process, investment management, plan design, participant engagement, and vendor oversight. Jim holds the designation of Accredited Investment Fiduciary (AIF®) from the Center for Fiduciary Studies. He earned a Bachelor of Science degree in accounting from King’s College.
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...