In December, the National Association of Plan Advisors (NAPA) announced the 2020 list of Top Retirement Plan Advisors Under 40—also known as “Aces.”
CAPTRUST’s Kyle Campbell, Shaun Eskamani, Patrick Flint, and Evan Holmes were among the 100 advisors named to the list—and the competition was fierce. This year NAPA received more than 600 nominations, a whopping 20 percent increase from a year ago!
Annually since 2014, NAPA has been receiving and vetting applications for a coveted spot on this yearly list from its Broker-Dealer/Registered Investment Advisor Firm Partner nominees. The applications are then vetted by an expert panel of senior advisor industry experts.
This year the list was rebranded as “Aces” from its previous title of “Young Guns.”
Founded in 1997 in Raleigh, North Carolina, CAPTRUST is an independent registered investment advisor with more than 650 employees nationwide and $362 billion in client assets. An employee-owned firm, CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations, and comprehensive wealth planning services to executives and high-net-worth individuals. CAPTRUST’s mission is to enrich the lives of its clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation. The firm also operates the CAPTRUST Community Foundation, a charity focused on meeting the needs of underserved children.