Our Raleigh-based advisors provide expert wealth management and investment advisory services for high-net-worth individuals, corporate retirement plan sponsors, and endowments and foundations of nonprofits.
Phone: 919.870.6822
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.
Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
All of the CAPTRUST locations sprouted from our Raleigh, NC office. Founded in 1997, we’ve grown into a trusted, objective source of investment advice for clients across the nation. We’re proud of our North Carolina roots and would love to bring our expertise and in-house capabilities to your portfolio. Connect with a Raleigh CAPTRUST advisor today to get started.
Financial Advisor
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Senior Vice President | Financial Advisor
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Vice President,
Financial Advisor
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Financial Advisor,
CAPTRUST at Work
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Vice President,
Financial Advisor
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