CAPTRUST was named to the Triangle Business Journal’s 2022 list of 19 Corporate Philanthropy Award winners. The winners were chosen from more than 70 nominations in the Triangle area. The 19 winners include nonprofits, large and small corporations, and individuals that continue to impact the local community. CAPTRUST previously won the award in 2019.
CAPTRUST and the CAPTRUST Community Foundation were recognized, highlighting the firm’s annual Giving Day, Charity of Choice, and other grant opportunities for nonprofits across the country. To see the full list of companies and individuals honored, click here (a subscription may be required).
The Triangle Business Journal listed CAPTRUST as number ten on the list of the 50 fastest-growing private companies in the Raleigh, Durham, and Chapel Hill, North Carolina, area. This is the tenth year CAPTRUST has been included on the Fast 50 list.
The Fast 50 winners were selected and ranked based on a formula that counts revenue growth and profitability in the preceding three years. The formula is calculated with the support of accounting firm BDO, a partner of the Triangle Business Journal.
The rankings were announced at the Fast 50awards dinner on November 9. Jennifer Doss, senior director at CAPTRUST, accepted the award on behalf of the firm. To read more, click here (subscription may be required).
The Institutional Investing Diversity Cooperative (IIDC) recently endorsed the July 7, 2021 recommendations on diversity made by the Subcommittee on Diversity and Inclusion (D&I) of the Securities and Exchange Commission’s (SEC) Asset Management Advisory Committee.
The IIDC agrees that asset owners would benefit from improved transparency on diversity statistics of registered advisors and due diligence processes.
CAPTRUST is a founding member of the IIDC and supports the diversity efforts announced by the committee. “In addition to our own firm-wide diversity initiatives, CAPTRUST aligns with the IIDC to encourage the SEC to implement these recommendations,” said Ellen Shaer, CAPTRUST’s IIDC representative. “We support the way the industry continues to move in a more inclusive direction.”
To view the full announcement, click here.
Five CAPTRUST advisors were ranked on AdvisorHub’s 2022 Advisors to Watch lists. This is the first year of advisor awards for the publication, and AdvisorHub received nominations from 189 firms and individual RIAs. The rankings are determined by three categories: the advisor’s scope of practice, growth of practice, and professionalism. This encompasses areas like asset growth, production, community service, regulatory record, and diversity.
The following advisors were on the 50 RIAs to Watch list:
In addition, Rebecca Pouliot was ranked number 20 on the 25 Women Advisors to Watch list, and Mike Gray was named number 194 on the Fast-Growing Advisors To Watch list.
Barron’s released its 2022 rankings for the Top 100 Institutional Consulting Teams, including 20 CAPTRUST teams from across the country. The goal of the award is to shine a spotlight on the nation’s best financial advisors, with an eye towards raising standards in the industry. Criteria for this recognition includes assets under management, revenue, and quality of practice. The firm represents 20 percent of the 100 spots for this year’s list.
These CAPTRUST teams and their key advisors were ranked as follows:
#2 – Team New York/Boston, led by Michael Volo, Jeffery Levy, and Michael Sanders
#10 – Team Allentown, led by Jim Edwards, Wes Schantz, and Jeff Loehwing
#12 – Team Schott, led by Stephen Schott
#25 – Team Doylestown, led by Chris Kulick, Paul Schaffer, Scott Wertheim, and Sean Teesdale
#27 – Team Bailey, led by Eric Bailey
#28 – Team Stanicek, led by Jason Stanicek
#29 – Team Atlanta, led by Philly Jones, Evan Melcher, Zack Sadler, and Drew McCorkle
#33 – Team Dallas, led by John Pickett and Travis Whitten
#34 – Team Strickland, led by Jon Strickland
#37 – Team Esch, led by Dan Esch
#39 – Team Strodel, led by Jim Strodel
#41 – Team Schmitt, led by Barry Schmitt
#50 – Team Birmingham, led by Paul Owen, Phil Anderson, and Beau Williams
#55 – Team South Michigan, led by Dori Drayton and Susan Shoemaker
#56 – Team Wilt, led by Steve Wilt
#60 – Team Des Moines, led by Jean Duffy and Andrew Shimp
#69 – Team Eskamani, led by Shaun Eskamani
#70 – Team DiGiacomo, led by Dan DiGiacomo
#81 – Team Pratico, led by Mike Pratico
#84 – Team Medlin, led by Mark Medlin
To view the full list from Barron’s, click here.
PLANADVISER included 11 CAPTRUST advisors to its 2022 list of Top Retirement Plan Advisers. The list is compiled based on the value of qualified plan assets under advisement and the number of total plans.
Thanks to the trend of consolidation in the industry, PLANADVISER also created a separate category for firms with over 15 locations or more than 21 advisors. CAPTRUST was recognized as one of seven game changer firms this year.
Congratulations to the following CAPTRUST advisors:
To see the full list of winners, click here.
On April 5, 2022, the Institutional Investing Diversity Cooperative (IIDC) announced the endorsement of the Diversity Metrics Template developed by ILPA (Institutional Limited Partners Association) for gathering diversity data from investment managers. CAPTRUST, a founding member and among the 26 investment consulting firms in the IIDC, echoes support for this important initiative.
The Diversity Metrics Template intends to standardize the key areas of inquiry posed by investors during their diligence of managers. This standardization will provide a framework for ongoing monitoring of progress related to diversity, equity, and inclusion (DEI). The template will help with the IIDC’s mission to promote greater diversity in the institutional asset management industry, advocating for access to data capturing multiple dimensions of diversity.
“CAPTRUST is proud to be a founding member of the IIDC. We support the industry moving towards the widespread use of diversity data to create a holistic view of the ownership, leadership, and investment teams of the firms that we work with,” said Ellen Shaer, director, investment strategist at CAPTRUST and the firm’s IIDC representative. “CAPTRUST has been including DEI factors in our manager selection and are moving towards the implementation of the Diversity Metrics Template.”
Learn more about the Diversity Metrics Template here.
The National Association of Plan Advisors (NAPA) recently named 27 CAPTRUST teams to their prestigious Top Defined Contribution (DC) Advisor Teams list for 2021.
The Top DC Advisor Teams list recognizes the nation’s leading retirement plan advisory firms with at least $100 million in DC assets under advisement as of December 31, 2021. CAPTRUST added an additional team in 2021, giving the firm more spots on the list than any other retirement plan advisor firm recognized.
Congratulations to the following CAPTRUST teams:
To see the full listing of Top DC Advisor Teams, click here.
Eight CAPTRUST advisors have been named to the National Association of Plan Advisors (NAPA) 2022 Aces: Top 100 Retirement Plan Advisors Under 40 list.
The NAPA Aces list recognizes young advisors at registered investment advisors and broker-dealer partners who are viewed as future leaders of the retirement plan advisor industry. Applications are evaluated by senior industry experts and ranked based on quantitative and qualitative data. This year nearly 700 nominations were submitted.
The eight CAPTRUST Aces are:
To see the full list of winners, click here.
Congratulations to all the winners!
Fourteen CAPTRUST advisors were recognized on the National Association of Plan Advisors (NAPA) 2021 Top Women Advisors list. NAPA received more than 700 nominations this year across three award categories: All-Stars, Captains, and Rising Stars. The top 50 women were named in each category.
ALL-STARS: top advisors who have their own practices. This year, nine CAPTRUST advisors were named to the list:
CAPTAINS: advisors who are on the All-Stars list but are also team captains of their organizations. Four CAPTRUST advisors made this list:
RISING STARS: top advisors who have less than five years of experience working on retirement plans as a financial advisor. One CAPTRUST advisor was highlighted this year:
Congratulations to all the winners!
For a complete list of winners, please visit: https://www.napa-net.org/news-info/daily-news/breaking-news-announcing-2021-napa-top-women-advisors.