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.
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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.
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.