2 months ago
Fiduciary Update | February 2023
In this edition of our quarterly Fiduciary Update, CAPTRUST Financial...
Senior Financial Advisor
John joined CAPTRUST in 2021. He has more than 30 years of progressive, in-depth experience in retirement benefits consulting and financial services. John is focused on supporting retirement plan sponsors in all aspects of the fiduciary due diligence process, including plan design, investment due diligence, plan fee reviews, industry trends, and participant communication and education. He also assists in conducting requests for proposals, contract and fee negotiations, and vendor implementations, as well as ensuring the successful delivery of vendor services.
John joined us from Cammack Retirement Group—a leading national, independent retirement plan consulting and investment advisory firm—where he served as a senior consultant. Prior to joining Cammack Retirement Group, he was a retirement plan consultant at Arthur J. Gallagher & Co. and an investment advisor at Great-West Retirement Services. Early in his career, John also held various positions, including client relationship manager and implementation project manager, at Fidelity Investments. He received his Bachelor of Science degree in marketing from Boston College’s Carroll School of Management.
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