CAPTRUST Financial Advisors, one of the nation’s leading independent retirement and investment advisory firms, today announced that Paul Owen has been named Advisor Shareholder Partner and promoted to Senior Vice President in recognition of his exemplary record of contribution toward the success of the firm. CAPTRUST is 100 percent employee-owned, with approximately 30 percent of the company’s employees participating in the firm’s shareholder equity programs.
Paul joined CAPTRUST in 2008 as vice president, financial advisor, responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Paul served as director of retirement plans at Capital Strategies Advisors, Inc. He has also served as Director of Retirement Sales for UVEST, a division of LPL Financial, in Charlotte, NC. He has worked in the industry since 2000.
“We are thrilled to recognize and reward Paul with this honor. His impact has been undeniable.” says Wilson Hoyle, Managing Director and Head of the firm’s Advisor Support Group. “The ability to call out our colleagues for their service to their clients, colleagues, and the firm is an important part of the CAPTRUST culture and helps make this a special place to work.”
Paul earned a Bachelor of Science degree in corporate finance from Auburn University where he was a letterman on the Auburn football team and a Master of Business Administration degree from the Manderson School of Business at the University of Alabama. He is certified as an Accredited Investment Fiduciary (AIF®) and an Accredited Pension Representative (APR).
About CAPTRUST Financial Advisors
CAPTRUST Financial Advisors is an independent investment research and fee‐based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high‐net‐worth individuals. Headquartered in Raleigh, N.C., the firm represents $118 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Kansas, Massachusetts, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, and Washington, D.C.