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Jason Stephens, ARPS, CFS, CIMA®Senior Director, Nonqualified Executive Benefits Practice Leader

  • 4208 Six Forks Road
    Suite 1700
    Raleigh, NC 27609
  • 919.870.6822
  • LinkedIn

Jason joined CAPTRUST in 1999 and is currently the senior director, nonqualified executive benefits practice leader within our consulting research group, responsible for overseeing nonqualified plan design, implementation, financing, integration, and administration. Jason has worked in the industry since 1999.  

EDUCATION 

  • Bachelor of Science in Business Administration from the University of North Carolina at Chapel Hill

INDUSTRY DESIGNATIONS 

  • Accredited Retirement Plan Specialist (ARPS)
  • Certified Fund Specialist (CFS)
  • Certified Investment Management Analyst (CIMA®)

Personal Profile

Hometown:
Middlefield, CT
Favorite Book or Movie:
On the Right Road | Raiders of the Lost Ark
Ideal Dinner Guest:
My three children—Natalia, Maya, and Alexander
Words to Live By:
Do the right thing. It will gratify some people and astonish the rest.
Qualities I Admire in People:
Honesty, integrity, and a sense of humor