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.
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“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.
Barron's institutional consultant ranking recognizes the nation’s top teams specializing in investment consulting for defined contribution plans, defined benefit plans, and endowments and foundations.
CAPTRUST, one of the nation’s leading wealth management and institutional advisory firms, releases its 2017 performance results with 24% revenue growth and $54 billion in new client assets under advisement.
CAPTRUST, one of the nation’s leading wealth management and institutional advisory firms, announced that Salt Lake City-based Knox Capital Group, one of Utah’s premier wealth management firms, has joined the family, bringing with it over $300 million in client assets.