4 weeks ago
What Lies Ahead for Retirement Plans and Plan Sponsors in 2020
Join us for an upcoming webinar that explores what lies...
- With CAPTRUST Since 2009
- 919.870.6822
-
4208 Six Forks Rd.
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
Retirement Plans
Fiduciary Update
4 weeks ago
Fiduciary Update | November 2019
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle covers topics...
M&A
1 month ago
Durability is the New Scale
How many RIA owners can take a licking and keep...
Resources
2 months ago
Diminishing Returns: The Incredible Shrinking Bond Yield
As we enter the last quarter of the year, the...
Announcements
2 months ago
Hoyle Featured in Citywire to Talk Wealth Management Business
CAPTRUST has racked up another record year of growth, besting...
Wealth Management
2 months ago
Market Update | October 2019
In this video, CAPTRUST Chief Investment Officer Kevin Barry explains...
Resources
2 months ago
A Measured Plan Has the Upper Hand
Today, plan sponsors are getting savvy about measuring retirement plan...
Retirement Plans
3 months ago
Execute a Foolproof Retirement Plan Advisor RFP
Sit back, relax, and watch our webinar on how to...
Wealth Management
5 months ago
A Look Inside VESTED with the Editor in Chief
Want to know more about VESTED? Get a look behind-the-scenes...
Endowments & Foundations
8 months ago
Transparent Reputations and Nonprofit Organizations
Transparency matters for today’s charitable donor. About a third of...
Endowments & Foundations
9 months ago
First Comes Spending, Then Come Investments—or Is It Vice Versa?
Successfully fulfilling the mission of a nonprofit depends on careful...
Endowments & Foundations
10 months ago
Can Good Governance Impact Fundraising?
Nonprofit institutions thrive on people donating their money without expecting...
Endowments & Foundations
11 months ago
CAPTRUST Releases Endowment and Foundation Survey Results to Uncover Unique Investment Needs of Nonprofits
The survey primarily focused on nonprofits with long-term investment assets...
Endowments & Foundations
12 months ago
The Nonprofit Market Has Spoken (Webinar Recording)
Do you want to learn more about the experiences of...