2 years ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
Vice President,
Financial Advisor
John has served as a fiduciary investment advisor and plan sponsor advocate for over 20 years.
In 2011, John joined CAPTRUST as a vice president, financial advisor specializing in providing objective and unbiased advice to employers that offer a 401(k), defined benefit, nonqualified, and other retirement plans. Organizations partner with him for his expertise, which includes investment management, fiduciary process, plan design, participant engagement, and vendor oversight.
Prior to joining CAPTRUST, John worked at Cobb Retirement Solutions as retirement plan consultant and investment analyst servicing institutional clients. Prior to that, he worked at Fidelity Investments as a retirement counselor covering the tax-exempt market and at AIM/Invesco as internal manager of the retirement and institutional sales division. John graduated from Texas A&M University and served in the United States Navy.
He is actively involved with his son’s youth sports programs, and volunteers and donates to local nonprofit organizations. Additionally, John currently serves on the Board of Directors for Montgomery County Municipal Utility District No. 84.
2 years ago
The National Association of Plan Advisors (NAPA) recently named 27...
3 years ago
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...
3 years ago
While the ARP contains a variety of fiscal stimulus measures,...
4 years ago
The National Association of Plan Advisors (NAPA) recently recognized CAPTRUST...