1 year 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.
1 year ago
The National Association of Plan Advisors (NAPA) recently named 27...
2 years ago
The Triangle Business Journal recently announced its Best Places to...
2 years ago
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
2 years ago
CAPTRUST has been named the largest registered investment advisor (RIA)...