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.
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CAPTRUST today announced the addition of two advisory firms—deals that rounded out 2018, a strong year of growth for the firm. In 2019, that momentum is expected to continue.
The survey primarily focused on nonprofits with long-term investment assets between $10 million and $100 million and included more than 150 responses.
The CAPTRUST Community Foundation is honored to provide a grant in the amount of $125,000 to Kidznotes, a music for social change program for young people that includes instrument instruction, choir, orchestra, and band.
Financial consulting firm FCE Group, headquartered in Long Island, New York, has joined CAPTRUST's growing team. With this merger, CAPTRUST welcomes 23 new colleagues.
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.