In 1989, Registered Representative magazine profiled eight rising star "brokers" in the early stages of their careers, including CAPTRUST Chief Executive Officer and Co-founder Fielding Miller. In July 2014, the publication (now called wealthmanagement.com) revisited those same individuals (now called "advisors") for their takes on how the industry has evolved.
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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.
CAPTRUST releases position paper outlining best practices for evaluating and selecting retirement plan advisors. The paper gathers insights from the more than 700 requests for proposal (RFPs) CAPTRUST has responded to over the past 10 years into a roadmap for constructing an RFP and managing the RFP process.
CAPTRUST announced that Peggy Whitmore has joined CAPTRUST as vice president and financial advisor from 401k Advisors, Inc. Whitmore brings over 20 years of hands-on experience in the design, implementation, and management of investment strategies for qualified and nonqualified corporate retirement plans.
CAPTRUST’s employee-run CAPCommunity Foundation wrapped up its 2013 fundraising campaign with a record-setting donation to Wildwood Hills Ranch. Donations to Wildwood are used to support free summer camps and year-round retreats offered to children ages 8 to 18, where they are immersed in a fun and safe environment where character, leadership, and teamwork are modeled and taught.
CAPTRUST announced that Bruce Graham has joined CAPTRUST from the Stamford, CT office of Clearbrook Investment Consulting. Graham brings with him 26 years of hands-on experience in the design, implementation, and management of investment strategies for corporate retirement plans, endowments, foundations, and high-net-worth individuals.