7 months ago
CAPTRUST Named Largest RIA for Seventh Year
CAPTRUST was named the largest registered investment advisor (RIA) by...
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.
7 months ago
CAPTRUST was named the largest registered investment advisor (RIA) by...
8 months ago
Business North Carolina recently recognized CAPTRUST and CEO Fielding...
10 months ago
Barron’s recently honored 20 CAPTRUST advisor teams with the prestigious...
10 months ago
The National Association of Plan Advisors (NAPA) recently named 27...