CAPTRUST

Financial Services - Raleigh, NC, US

CAPTRUST Employees
Beau Williams

Senior Financial Advisor | Portfolio Management

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Jon Meyer

Chief Technology Officer

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Judith Shine

Senior Vice President, Financial Advisor

Contact Judith Shine

Paul Clayworth

Client Management Consultant

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Madeline Grethen

Client Management Associate

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CAPTRUST Senior Management
Jon Meyer

Chief Technology Officer

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Rick Shoff

Managing Director, Advisor Support Group

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John Appleby

MD Project Management & Acquisitions

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Scott Matheson

Managing Director, Head of Institutional Group

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Mark Francher

Chief Human Resources Officer

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Joe Dreskler

Chief Financial Officer

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Robert Miller

Chief Financial Officer

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CAPTRUST Details

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.

CAPTRUST logo, CAPTRUST contact details
Website: captrust.com
Employees: 1000 - 4999
HQ: 919-870-6822
Location: Raleigh, NC, US
Revenue: 100 - 500 Million
Retirement Plan Advisory Services Investment Advisory Nonqualified Advisory Services Discretionary Investment Management Financial & Estate Planning Provider Search & Selection / Fee Benchmarking Participant Education & Advice Fiduciary Process Management Financial & Estate Planning Provider Search & Selection / Fee Benchmarking Participant Education & Advice Financial & Estate Planning Provider Search & Selection / Fee Benchmarking Participant Education & Advice
CAPTRUST Technologies
Email Providers

Mimecast

CMS

WP Engine

Advertising Networks

Linkedin Marketing Solutions

Email Delivery

Amazon SES

Analytics and Tracking

Microsoft Application Insights

Other

Google Maps

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