This interactive webinar, moderated by CAPTRUST’s Eric Bailey and Greg Middleton, will highlight governance procedures and steps a nonprofit should consider when issuing an advisor RFP.
Press releases, company announcements, industry recognition, and news about our activities in the communities we serve. Use the search box above or filter by category.
CAPTRUST adds three partners and supporting team members from Atlanta-based FiduciaryVest and more than $13 billion in client assets under advisement to its practice.
In April, Real Assets Adviser featured an article profiling Fielding Miller and the growing national footprint of CAPTRUST. Written by Mike Consol, the article is titled “Buying in a Down Market”.
In March, AdvisoryHQ named CAPTRUST in its 2019 ranking of the Top 10 Best Financial Advisors in Tampa & St. Petersburg, Florida.
This year, CAPTRUST’s Texas-based Michael Maresh and Pennsylvania-based Scott Wertheim were named to the Top 100 list’s subcategory of “Individual Advisers With $1 Billion or More in Retirement Plan Assets Under Advisement.”
At more than $300 billion in assets under management, CAPTRUST was listed in the section of “Mega Teams With $12 Billion or More in Retirement Plan Assets Under Advisement.” CAPTRUST was one of 16 Mega Teams listed this year.