CAPTRUST will attend the 2016 PLANSPONSOR National Conference as a speaker, exhibitor, and exclusive sponsor of the DC Plan Boot Camp. The conference is the only industrywide event to bring together retirement plan sponsors, plan advisors, and the providers that support plans and participants.
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CAPTRUST, one of the nation’s leading independent retirement and wealth management firms, announced that Senior Vice President and Financial Advisor Danny Summerlin has been named Advisor Shareholder Partner in recognition of his exemplary record of contribution toward the success of the firm.
CAPTRUST announced that it will merge Parker Carlson & Johnson Investment Management into its wealth management practice. Dayton-based, PCJ has been providing wealth management and investment advisory services to individuals, families, corporations, and non-profit entities since 1982.
CAPTRUST announced that it has completed a merger with MFP Strategies. Based in Bethlehem, PA, MFP Strategies brings with it deep experience in wealth management and capital preservation strategies for private clients, investment advisory services for institutions, and retirement plan advisory services for institutional plan sponsors.
CAPTRUST named Beryl Ball as an advisor shareholder partner and promoted her to SVP. This promotion comes in recognition of her exemplary record of contribution toward the success of the firm. Ball provides advisory services to more than 20 institutional clients, representing approximately $2.5 billion of assets and more than 60,000 participants.
CAPTRUST Financial Advisors and Pensionmark Retirement Group have announced a strategic partnership designed to create the financial services industry’s premier platform for retirement plan advisors. The combined firms are expected to serve more than 3,000 institutional clients with over $170 billion of assets under advisement.