This interactive webinar, moderated by CAPTRUST’s Eric Bailey and Greg Middleton, will highlight governance procedures and steps a nonprofit should consider when issuing an advisor RFP.
We believe the best way to build a world-class organization is “one brick at a time.”
CAPTRUST fosters a culture of ownership that promotes excellence and empowers creativity. Mission-driven and bound together by our core values, our experienced teams of advisors, managers, and investment professionals fully embrace the profound responsibility of our role as trusted financial advisors, and understand our obligation to be vigilant stewards of all that is entrusted to us.
Christopher D. Kulick, Jr., CIMA Senior Vice President, Financial Advisor
Paul H. Schaffer, AIF® Vice President, Financial Advisor
Catherine Seeber, CFP®, CeFT® Vice President, Financial Advisor
Sean E. Teesdale, CFA Vice President, Financial Advisor
Scott A. Wertheim, AIF®, CEBS Senior Vice President, Financial Advisor