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.
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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.
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.
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.