1 year 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
Shale joined CapTrust Advisors in Tampa in 2003. He became part of CAPTRUST in 2017 when CapTrust Advisors joined CAPTRUST. Shale is currently a vice president and financial advisor responsible for providing retirement plan and investment advisory services to fiduciaries of corporate retirement plans. He has worked in the industry since 2003.
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)...