In December, NAPA released the 2019 Top Retirement Plan Advisors Under 40 List. CAPTRUST’s David Cacciabeve, Shaun Eskamani, Patrick Flint, Evan Holmes, Andrew Shimp, and Paul R. Stibich, Jr. were among the 100 advisors named this year.
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.
The list, compiled by the National Association of Plan Advisors’ Nevin E. Adams, features teams with a DC practice and includes 25 CAPTRUST teams. When ranked by DC assets under advisement, CAPTRUST teams constitute half of the list’s top 10.
The list, which highlights the nation’s leading retirement plan advisor firms, places CAPTRUST at number three, with more than $203 billion in defined contribution assets under advisement, 2,000 plans, and 5 million plan participants.
The CAPTRUST Community Foundation is honored to provide a grant in the amount of $125,000 to Kidznotes, a music for social change program for young people that includes instrument instruction, choir, orchestra, and band.
Financial Advisor magazine’s Eric Rasmussen recently sat down with CEO Fielding Miller to talk about CAPTRUST’s focus on retirement plan advisory services and the challenges and opportunities in that specialty market segment.
On December 3, Business North Carolina featured an article profiling the genesis of CAPTRUST. Written by journalist Dan Barkin, the article highlights Miller’s homegrown Raleigh success story, as well as the firm’s focus on culture.