1 week ago
Fiduciary Update | February 2023
In this edition of our quarterly Fiduciary Update, CAPTRUST Financial...
Financial Advisor
Rob joined CAPTRUST in 2021 from Cammack Retirement Group—a leading national, independent retirement plan consulting and investment advisory firm. At Cammack Retirement, he served as a senior account manager, working alongside retirement plan sponsors to deliver the best value for their employee benefits investment.
At CAPTRUST, Rob partners with clients in all aspects of the due diligence process, including investment analysis, plan design, compliance, regulatory, and process changes. He specializes in helping plan sponsors understand their fiduciary duties.
Prior to Cammack Retirement Group, Rob was an account manager at Amica Mutual Insurance, where he ensured that customers and their most valued possessions were protected. He earned his Bachelor of Science degree in marketing from Johnson & Wales University.
1 week ago
In this edition of our quarterly Fiduciary Update, CAPTRUST Financial...
3 weeks ago
A year ago, markets were coming off one of the...
2 months ago
In this video, get to know Things That Matter author...
2 months ago
In this video, get to know Major General Angie Salinas,...