Our BPNetwork Employee Resource Group hosted a social hour in Raleigh, NC, to thank its leaders who have served the group, and usher in new ones. BPNetwork's mission is to foster an environment that empowers, celebrates, and advocates for the voices of those who are Black, Indigenous, and People of Color at CAPTRUST. We are excited to continue building a network that amplifies diverse perspectives and strengthens connections across the firm. James Evans, Lonzetta-Kelley Allen, Tanya Campo, Sherrod Wood, Anne Reed, Tia Chambers, Veronica Willoughby, Cheryl Walters
CAPTRUST
金融服务
Raleigh，NC 47,398 位关注者
We are building financial foundations. How can we help you?
关于我们
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.
- 网站
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https://www.captrust.com
CAPTRUST的外部链接
- 所属行业
- 金融服务
- 规模
- 1,001-5,000 人
- 总部
- Raleigh，NC
- 类型
- 私人持股
- 创立
- 1989
- 领域
- Retirement Plan Advisory Services、Investment Advisory、Nonqualified Advisory Services、Discretionary Investment Management、Financial & Estate Planning、Provider Search & Selection / Fee Benchmarking、Participant Education & Advice和Fiduciary Process Management
地点
CAPTRUST员工
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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
动态
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We are proud to announce that the ECU Miller School of Entrepreneurship, founded by CAPTRUST CEO Fielding Miller, has reached No. 30 in the The Princeton Review and Entrepreneur magazine’s Top 50 undergraduate entrepreneurship programs. This remarkable achievement makes the Miller School the only ranked undergraduate entrepreneurial program in North Carolina and the third-highest in the South.
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The CAPTRUST team will be attending #SchwabIMPACT in San Francisco next week. We look forward to engaging with our peers and industry leaders. Reach out to David Wahlen if you want to connect. Frank B., David Wahlen, Dawn McPherson, QPFC, Shqiprona Vojka, Morgan Monday Jones, Hannah Wadsworth, David Herlihy
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We are proud to announce the addition of Boston Financial Management, LLC (BFM). Based in Boston, with additional locations in Centerville, Massachusetts, and Portland, Maine, BFM is one of the largest teams to join CAPTRUST so far. The firm specializes in wealth management, investment advisory, trust services, and estate planning. We are excited to call them our colleagues. Welcome to the team!
CAPTRUST Expands New England Presence With Boston Financial Management
https://www.captrust.com
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Listen to episode 68 of our #podcast, Revamping Retirement, to hear from Bruce D. Harrington, vice president of strategic development at Pentegra Retirement Services. Join hosts Matthew Patrick and Dawn McPherson, QPFC as they dive into discussions on retirement plan management, #fiduciary responsibilities, and the RFP process.
Episode 68: The 3(16) Fiduciary with Bruce Harrington of Pentegra
https://www.captrust.com
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In this edition of Market Thoughts, CAPTRUST examines some of the most likely #market reactions to 2024 federal #election outcomes.
Market Thoughts: 2024 Elections
https://www.captrust.com
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The Internal Revenue Service today announced its annual update to dollar limitations for #retirement plans for the 2025 tax year. Read our Plan Sponsor e.Brief for a few highlights.
IRS Announces 2025 Retirement Plan Limitations
https://www.captrust.com
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In episode 16 of our Mission + Markets #podcast, host Heather Shanahan welcomes Sonali Ratnasinghe, a junior at the University of North Carolina at Chapel Hill and the founder of Youth Ambassadors of Service. The organization teaches young people about the #nonprofit sector, encouraging them to engage in community service.
Episode 16: Youth Ambassadors of Service
https://www.captrust.com
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We are proud to support The Children's Place, Kansas City’s specialized trauma treatment center for young children, with the unveiling of their retrofitted bus. The new Children’s Place on Wheels brings mental health services directly to kids throughout Kansas City, eliminating transportation barriers. Since 1978, The Children’s Place has been a safe haven for children and families to heal from trauma. The CAPTRUST Community Foundation, our employee-run 501(c)(3), supported The Children's Place with a national grant in 2023. CAPTRUST's Dawn McPherson, QPFC; Nick Blasi; Sarah Cathey, AIF?, CPFA?; Clay Hartman; and Calvin Rudolph, CFA? attended the unveiling event.
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Our Enable Employee Resource Group is excited to partner with Disability:IN North Carolina to organize resources for organizations and companies devoted to expanding work opportunities for people with #disabilities. We look forward to achieving a goal of disability inclusion and equality in the workplace.