7 days ago
Boston Advisors Sells Wealth Management Business to CAPTRUST
Boston-based firm added to CAPTRUST’s growing national wealth management...
- With CAPTRUST Since 2009
- 919.870.6822
-
4208 Six Forks Road,
Suite 1700
Raleigh, NC 27609
James Stenstrom
Senior Manager,
Asset Liability
- Redmond, WA
- War and Peace | Major League
- Joan of Arc, Malcolm Gladwell, and Muhammad Ali
- Living well is the best revenge.
- Accountability, collaboration, and forthrightness
Consulting Solutions Group
James focuses on the firms asset liability business line and works out of the Raleigh, NC office.
James joined CAPTRUST in 2009 and is currently a senior manager, asset-liability, responsible for our asset/liability business line. In this role, he supports client service and business development efforts by providing best-in-class, objective investment advice and solutions. James’ responsibilities include driving asset allocation, investment manager selection, and long-term investment strategy creation.
Education
- Bachelor of Science degree in business administration with a concentration in finance and investments from University of North Carolina at Chapel Hill
News & Resources
Announcements
Resources
2 weeks ago
A Measured Plan Has the Upper Hand
Today, plan sponsors are getting savvy about measuring retirement plan...
Retirement Plans
4 weeks ago
Execute a Foolproof Retirement Plan Advisor RFP
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Announcements
2 months ago
South Texas Money Management Announces Plans to Join CAPTRUST
CAPTRUST is a leading independent wealth management and institutional investment...
Wealth Management
2 months ago
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Retirement Plans
2 months ago
Fiduciary Update | August 2019
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle touches on...
Wealth Management
3 months ago
Investment Strategy | July 2019
In this edition of Investment Strategy, readers hear from CAPTRUST’s...
Wealth Management
3 months ago
A Look Inside VESTED with the Editor in Chief
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Resources
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High Earners Face Retirement Challenges
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VESTED Magazine
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Mission for Nutrition
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Endowments & Foundations
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Endowments & Foundations
8 months ago
First Comes Spending, Then Come Investments—or Is It Vice Versa?
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Endowments & Foundations
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Endowments & Foundations
9 months ago
CAPTRUST Releases Endowment and Foundation Survey Results to Uncover Unique Investment Needs of Nonprofits
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Endowments & Foundations
10 months ago
The Nonprofit Market Has Spoken (Webinar Recording)
Do you want to learn more about the experiences of...