2024 PLANADVISER List Names 16 CAPTRUST Advisors
16 CAPTRUST advisors were listed as 2024 Top Retirement Plan Advisers
Every year, PLANADVISER honors the industry’s leading retirement plan advisers, utilizing quantitative criteria such as Assets Under Advisement (AUA) and the total number of plans they oversee. Certain advisors also receive recognition in the Under 40 or Women Advisers categories, as well as highlighting specific plan types they service.
Congratulations to the following CAPTRUST advisors for making the list!
- Earle Allen | New York City, New York
- Dori Drayton | Grand Rapids, Michigan
- Devyn Duex | Santa Barbara, California
- Jean Duffy | Des Moines, Iowa
- Daniel Esch | Minneapolis, Minnesota
- Shaun Eskamani | Raleigh, North Carolina
- Tim Irvin | New York City, New York
- Paul Owen | Birmingham, Alabama
- Joey Payne | Lexington, Kentucky
- John Pickett | Dallas, Texas
- Jan Rezler | New York City, New York
- Barry Schmitt | Richmond, Virginia
- Jason Stanicek | Raleigh, North Carolina
- James Strodel | Charlotte, North Carolina
- Michael Volo | Boston, Massachusetts
- Emily Wrightson | New York City, New York
To see the full list of winners, click here.