Financial consulting firm Morton Wealth Management, headquartered in Greensboro, North Carolina, has joined CAPTRUST's growing team. With this merger, CAPTRUST welcomes seven new colleagues.
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.
Chad Griffeth has joined the firm as a vice president and financial advisor in its Minneapolis office. “We are excited to have his deep experience and proven track record onboard to help us continue to build [our] presence in Minneapolis,” said CAPTRUST Director of Wealth Services, Scott Bruin.
All four of these new colleagues will be supporting our wealth client service team. “This is a great crop of new talent for us. I can’t wait for our clients to meet them,” said CAPTRUST CEO J. Fielding Miller.
Roanoke, Virginia-based investment advisory firm Catawba Capital Management has joined the growing CAPTRUST family. Catawba brings more than $1 billion in client assets to CAPTRUST.
“Mark shares [our company] values and successfully led amazing growth at Kimley-Horn. We are honored to welcome him and his unique expertise to our Board of Advisors,” said CAPTRUST CEO Fielding Miller.
On May 29, CAPTRUST will move from its office location in Bethlehem, Pennsylvania, to City Center Allentown’s newly opened Tower 6 office building. The state-of-the-art 12-story tower is located in the heart of Allentown’s urban center.