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