We are thrilled to announce the CAPTRUST Community Foundation's (CCF) 2024 Charity of Choice: Neighbor to Neighbor. CCF supports organizations that specifically enrich the lives of children, and Neighbor to Neighbor embodies our mission through providing after school enrichment and #mentorship programs to more than 300 youth in grades 1–12. Additionally, five other nonprofits were selected to receive CCF national grants for 2024.
CAPTRUST
Financial Services
Raleigh, NC 42,374 followers
We are building financial foundations. How can we help you?
About us
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.
- Website
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https://www.captrust.com
External link for CAPTRUST
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Raleigh, NC
- Type
- Privately Held
- Founded
- 1989
- Specialties
- Retirement Plan Advisory Services, Investment Advisory, Nonqualified Advisory Services, Discretionary Investment Management, Financial & Estate Planning, Provider Search & Selection / Fee Benchmarking, Participant Education & Advice, and Fiduciary Process Management
Locations
Employees at CAPTRUST
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Justin Pawl, CFA, CAIA, CFP®
Principal | Financial Advisor | Investment Strategist
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Jon Meyer
Chief Technology Officer at CAPTRUST
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Heather Shanahan
Senior Director, Endowments & Foundations | Financial Advisor at CAPTRUST
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rob solomon
Nanobubble technology - a completely new approach to skincare
Updates
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Tune in on Wednesday, June 26, to Power Lunch at 2 p.m. ET on CNBC to see CAPTRUST CIO Michael J. Vogelzang, CFA share why the theme of today’s market is resilience. Sarat Sethi, Tyler Mathisen, Kelly Evans
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Seven CAPTRUST advisors have been featured in the AdvisorHub 2024 RIAs to Watch list! These advisors have highlighted our commitment to excellence and #innovation in the financial advisory industry. All of the 200 advisors recognized were chosen based on their growth of practice, scope of practice, and professionalism. Here are our CAPTRUST winners: 17. David Akright, CFP® 24. Veronica Karas, CFP®, CDFA® 27. John Keeton, CFA 29. Rebecca Pouliot, CPA, CFP®, AEP® 33. Michael Peters 42. Jay Irons 121. W. Kel Normann Congratulations to all the winners!
7 Advisors Named to AdvisorHub List
https://www.captrust.com
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In celebration of #PrideMonth, our Pride Employee Resource Group (ERG) hosted Treat Week, featuring a little something for everyone in the Raleigh office. Check out some photos and join us in celebrating the diversity within our CAPTRUST community. Jade Wolfe, Alysia Tacinelli, Tahzeen Alam, Levi Warren, Briana Smith, CFP®, CPWA®, Curtis Campbell, Reilly Leaver
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Attracting and retaining top #talent is essential to organizational success. In our latest article, we discuss how offering tailored financial wellness #benefits can boost employee loyalty and productivity.
Benefits: A Boon for Employers
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For nonprofit leaders and investment committee members, safeguarding your organization's financial integrity is crucial. Our latest article provides seven #fiduciary tips to help you manage your responsibilities effectively. These best practices are designed to mitigate legal risks and create better outcomes for your community.
Fiduciary Tips for Nonprofits
https://www.captrust.com
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#Nonprofits are increasingly targeted by cyber attacks, making #cybersecurity a critical issue. In our latest podcast episode of Mission + Markets, Heather Shanahan speaks with cybersecurity experts Dr. Dave Chatterjee, Ph.D. and Jon Meyer about the unique risks nonprofits face and how to combat them. Listen for practical tips on improving your organization's cybersecurity posture, protecting donor data, and ensuring operational continuity.
Episode 13: Nonprofits and Cybersecurity
https://www.captrust.com
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As June began #PrideMonth, our PRIDE Employee Resource Group volunteered at Haven House Services, supporting their mission to provide safe environments for youth in crisis. Check out these photos from our day of service and join us in fostering a supportive and inclusive community. Selby Rempfer Alysia Tacinelli Jacquelyn Guthrie S. Eliza Powers
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Want to make your #investment strategy more effective? Discover the six keys to successful investing in our latest article. From understanding asset allocation and time horizons to the benefits of long-term compounding, these principles can help you achieve your financial goals.
Six Keys to More Successful Investing
https://www.captrust.com
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Discover the essential elements of successful #wealthmanagement with CAPTRUST's three-pillar approach. Our process includes understanding your financial goals, managing risks, and strategic investment planning. Watch the video on our website to learn more.
The Three Pillars of Wealth Management
https://www.captrust.com