CAPTRUST announced its acquisition of Bay Colony Partners, a group of specialists focused on qualified and nonqualified corporate retirement plans and individual wealth management, located in Boston, Massachusetts, one of the nation’s top retirement plan markets.
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CAPTRUST announced the relocation of their West Des Moines, Iowa office to its new location at 4401 Westown Parkway, Suite 220 in West Des Moines. The Iowa team includes Financial Advisors Jim Pierce, Jean Duffy, Andrew Shimp, Aaron Morris, Jen Eddleman and administrative assistant, Sheri Elsen.
Jefferson National, a recognized innovator of tax-deferred investing solutions for Registered Investment Advisors (RIAs) and fee-based advisors, has launched five new dynamic allocation models powered by CAPTRUST’s institutional quality research.
CAPTRUST today announced the hiring of three esteemed industry veterans to join the firm; Bonnie McCullough, Chief Financial Officer, John Curry, Senior Director of Marketing, and Doreen O’Dowd, Senior Director of Client Services. Based out of the firm’s headquarters in Raleigh, all three new hires bring a combined 66 years of experience to CAPTRUST within their respective areas of expertise.
CAPTRUST today announced that Dave Liebrock has joined the firm’s Board of Advisors. For 30 years, Liebrock led a successful career as one of the industry’s leading retirement plan executives, with prominent positions at Fidelity Investments and most recently with CAPTRUST as senior vice president/financial advisor, before officially retiring from the industry.