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Consulting Research

CAPTRUST’s two research teams, the Consulting Research Group and the Consulting Solutions Group, oversee the firm’s primary investment and practice research efforts to include asset allocation, investment manager evaluation, plan design, fiduciary best practices, and employee education.

Advisor

Hunter Brackett, CFA®

Senior Manager,
Investment Research

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Advisor

Wes Collins

Senior Manager,
Participant Advice Services

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Advisor

Sam Kirby, CFA®

Senior Director,
Investment Strategist

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Advisor

Phyllis Klein, CFPA, PRP

Senior Director,
Consulting Research Group

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Advisor

John Leissner, ARPS, CFS®

Director,
Defined Contribution Services

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Advisor

Scott T. Matheson, CFA®, CPA

Managing Director,
Defined Contribution Practice Leader

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Advisor

Nick Paleocrassas, CLU®

Senior Manager,
Nonqualified Executive Benefits

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Advisor

Jason Stephens, ARPS, CIMA®, CFS®

Senior Director,
Nonqualified Executive Benefits Practice Leader

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Advisor

Grant Verhaeghe

Senior Director,
Asset-Liability Practice Leader

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