2 years ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
Principal,
Financial Advisor
Samuel (“Bo”) was a founding partner of CapTrust advisors, Tampa, in 1998. He became part of the firm in 2017 when CapTrust Advisors joined CAPTRUST. Bo is a principal and financial advisor responsible for providing investment advisory services to fiduciaries of foundations and endowments and comprehensive wealth management services to high-net-worth individuals. Prior to joining the firm, Bo worked as a senior financial advisor at Sanford Bernstein and has worked in the industry since 1973.
When he is not in the office or with a client, he enjoys reading, boating, golf, and tennis.
2 years ago
The National Association of Plan Advisors (NAPA) recently named 27...
2 years ago
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
2 years ago
For this ranking, Barron’s recognizes the nation’s top teams specializing...
3 years ago
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...