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.
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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.
CAPTRUST announces the opening of a new office in Columbia, Missouri and the hiring of two financial advisors. These newest additions demonstrate the firm's commitment to its growth strategy in key retirement markets.
CAPTRUST announced that it has entered into a definitive agreement to merge with Defined Contribution Advisors, Inc. (DCAdvisors). DCAdvisors is an established institutional investment advisory firm based in Minneapolis, MN. Founded by Dan Esch in 1994, the firm will become part of CAPTRUST upon completion of the merger, expected at the end of September.
CAPTRUST announced today that it has hired Drew McCorkle as vice president, financial advisor. McCorkle will be based in the firm’s Atlanta office and focus primarily on providing retirement plan advisory and consulting services to corporate fiduciaries. An experienced ERISA lawyer, he will also deepen the firm’s resources for helping clients with fiduciary governance issues.
CAPTRUST announced that Paul Owen has been named Advisor Shareholder Partner and promoted to Senior Vice President in recognition of his exemplary record of contribution toward the success of the firm. CAPTRUST is 100 percent employee-owned, with approximately 30 percent of the company’s employees participating in the firm’s shareholder equity programs.