Crain’s Cleveland Business named CAPTRUST’s Susan Clausen to its list of Northeast Ohio’s Notable Women in Finance. Clausen, who works in the firm’s Akron, Ohio, office, joined CAPTRUST in 2009 and has worked in the industry since 1978.
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CAPTRUST was named in the TBJ list of the Top 50 Privately Held Entities in the Triangle, which ranks companies by total number of employees. The list also includes data on the number of employees in the Triangle and revenue figures.
The Triangle Business Journal ranked CAPTRUST among the 50 fastest-growing private companies in the Raleigh, Durham, Chapel Hill area. Winners were selected and ranked based on a formula that counts revenue growth and profitability in the preceding three years.
The Financial Times included 21 CAPTRUST advisors in its 2018 list of the 401 Top Retirement Advisors. The list recognizes the top financial advisors who specialize in serving defined contribution retirement plans, such as 401(k) and 403(b) plans.
The week of September 17, InvestmentNews published a piece highlighting CAPTRUST CEO J. Fielding Miller’s plans to grow the firm’s annual revenue from wealth management to 50 percent.
CAPTRUST has been recognized on the 2018 Barron’s Top 40 RIA Firms list, which is made up of independent advisory firms. This annual list weighs dozens of qualitative and quantitative components when ranking firms.