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.
Press releases, company announcements, industry recognition, and news about our activities in the communities we serve. Use the search box above or filter by category.
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.
CAPTRUST announced the acquisition of Cambridge Financial Services, a well-respected institutional investment advisory firm based in Greenwich, CT. CAPTRUST also announced that Ernest Liebre, Cambridge’s founder, will be joining the firm as senior vice president and financial advisor, operating from CAPTRUST’s new Greenwich office.
CAPTRUST announced three new members to the CAPTRUST team, Phillip Pounds, Danny Lowe, and Kevin Sims. These three additions further demonstrate the firm’s continued commitment to investing in high-caliber talent to support key growth areas of its business.
The Greater Raleigh Chamber of Commerce has announced that CAPTRUST received the Entrepreneurial Company Award for companies with 101 or more employees during the 29th annual Pinnacle Business Awards event on Wednesday, May 29.