5 months ago
The Surprising Benefits of a 3(38) Fiduciary
Investment advisors have long assumed the role of 3(38) investment...
Senior Director,
Head, Institutional Client Service and Operations
John joined CAPTRUST in 2001 and is currently a senior director and head of Institutional Client Service and Operations. As a leader in this team, John oversees client service and operations for CAPTRUST’s retirement plan and endowment and foundation clients.
Prior to his current role, he was a director of defined contribution (DC) services, where he oversaw the vendor analysis and defined contribution research teams. Before that, John was a member of the Professional Services team, focusing on retirement plan provider due diligence. He earned his Bachelor of Science degree in business administration from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. John is an Accredited Retirement Plan Specialist and a Certified Fund Specialist®.
.
5 months ago
Investment advisors have long assumed the role of 3(38) investment...
3 years ago
While the ARP contains a variety of fiscal stimulus measures,...
4 years ago
The firm also announces new roles for Michael Vogelzang, John...
5 years ago
The Pension Protection Act of 2006 (PPA) ushered in a...