Want to learn more about the evolving landscape of #fundraising and gain practical tips and innovative strategies to help you elevate your efforts? Listen to this episode of Mission + Markets, where Heather Shanahan speaks with Missy Hatley of Legal Aid of North Carolina and Shannon Williams of Armstrong McGuire about #strategic fundraising,
CAPTRUST
Financial Services
Raleigh, NC 43,573 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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Hear insights from Kelli Hueler, CEO and founder of Hueler Companies, on episode 66 of CAPTRUST’s Revamping Retirement podcast! Join the conversation with Jennifer Doss, CRPS, QKA, TGPC and Peter Ruffel to learn more about easing financial stress in retirement. #RetirementPlanning #IncomeSolutions #FinancialSecurity
Episode 66: Empowering Participants, with Kelli Hueler
https://www.captrust.com
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We are excited to announce that as of June 30th, 2024, CAPTRUST has surpassed $1 trillion in total client assets! From our start in Raleigh with just 12 colleagues in 1997, we’ve grown to over 1,600 team members across 90+ locations nationwide and clients in all 50 states. We look forward to continued growth and the future of CAPTRUST!
CAPTRUST Exceeds $1 Trillion of Total Client Assets
https://www.captrust.com
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Whether you're looking to improve coordination, boost mood, or simply have fun, #dance offers something for everyone! Discover the incredible benefits of dance in enhancing both your physical health and #mental well-being!
4 Reasons You Should Be Dancing
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At CAPTRUST, we recognize the hard work and dedication of our interns, who play a vital role in our success. Today, #NationalInternDay, we celebrate the bright minds who bring fresh perspectives and innovative ideas to our team. Thanks to the CAPTRUST 2024 summer interns for your valuable contributions. We wish you the best in the future!
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Congratulations to Philip de Bruyn for securing the #12 spot on the Forbes and SHOOK Research list of Financial Security Professionals. Learn more here:
Forbes America's Top Financial Security Professionals List 2024
social-www.forbes.com
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Learn where we stand today and what the rest of the year could hold in this edition of our quarterly Market Update video. CAPTRUST Chief Investment Officer Mike Vogelzang recaps market #performance and the state of the U.S. economy as we pass the midpoint of 2024.
Market Update | July 2024
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Explore the fascinating world of #trivia with Paul Paquet, an expert who has crafted more than 135,000 questions! Learn new #memory techniques, such as the Leitner system, to enhance your recall.
Paul Paquet Makes a Case for Trivia
https://www.captrust.com
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Investment management forms a core #pillar of our wealth management approach at CAPTRUST. Watch now to learn more about our approach to #investment management and how we can support your financial journey.
What is Investment Management?
https://www.captrust.com