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Brian C. Perkins, CFA®, QPFC

Brian C. Perkins, CFA®, QPFC

Investment Strategist

  • Baltimore, MD
  • Fight Club
  • Cal Ripken Jr., Jim Simons, and my wife
  • Hard work beats talent when talent doesn’t work hard.
  • Loyalty, integrity, and compassion

Consulting Research Group

Brian focuses on partnering with advisors to convey investment research and reporting and works in the Raleigh, NC office.

Brian joined CAPTRUST in 2015 and is currently a investment strategist, responsible for partnering with advisors to convey research and accelerate decisions with clients and prospects. Prior to joining CAPTRUST, Brian served as a plan consultant with Lockton Retirement Services, and he has worked in the industry since 2006.


  • Bachelor of Science degree in business with a concentration in finance from Mount St. Mary’s University

Industry Designations

  • Qualified Plan Financial Consultant
  • Chartered Financial Analyst®

News & Resources

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