3 months ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
Senior Vice President,
Financial Advisor
Jim joined CAPTRUST in 2010. He serves as a senior vice president and financial advisor and is responsible for providing retirement plan advisory services to institutional fiduciaries. He is motivated to support fiduciaries and corporate stewards in the management of long-term asset pools and retirement plans that benefit plan sponsors and their valued employees.
Prior to joining the firm, Jim served as president of Holmes Murphy Financial Services where he led strategy, business development, and client service efforts. He has worked in the industry since 1987. When he is not in the office or with a client, Jim enjoys traveling, reading, playing golf, and spending time with his family and friends.
The National Association of Plan Advisors (NAPA) recently named 27...
The National Association of Plan Advisors (NAPA) has announced the...
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...
This $1.9 trillion coronavirus relief package is designed to accelerate...