Jim CFA

Principal - Portfolio Strategist at CAPTRUST - Raleigh, North Carolina, US

Jim CFA's Colleagues at CAPTRUST
Ryan CPA

Principal | Financial Advisor

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Eric Bailey

Principal | Financial Advisor

Contact Eric Bailey

Eric CPA

Principal | Financial Advisor

Contact Eric CPA

Christina CFP

Principal | Financial Advisor

Contact Christina CFP

Evan Judge,CFA,CFP

Principal | Financial Advisor

Contact Evan Judge,CFA,CFP

Larry CFA

Principal | Financial Advisor

Contact Larry CFA

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Jim CFA's Contact Details
HQ
(919) 870-6822
Location
Company
CAPTRUST
Jim CFA's Company Details
CAPTRUST logo, CAPTRUST contact details

CAPTRUST

Raleigh, North Carolina, US • 1574 Employees
Financial Services

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.

Investment Advisory Services Endowment Management Foundation Institutional Investor Services Retirement Plans
Details about CAPTRUST
Frequently Asked Questions about Jim CFA
Jim CFA currently works for CAPTRUST.
Jim CFA's role at CAPTRUST is Principal - Portfolio Strategist.
Jim CFA's email address is ***@captrust.com. To view Jim CFA's full email address, please signup to ConnectPlex.
Jim CFA works in the Financial Services industry.
Jim CFA's colleagues at CAPTRUST are Ryan CPA, Eric Bailey, Eric CPA, Christina CFP, Evan Judge,CFA,CFP, Peter Ruffel, Larry CFA and others.
Jim CFA's phone number is (919) 870-6822
See more information about Jim CFA