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Jim Pierce, CEBSSenior Vice President, Financial Advisor

  • 4401 Westown Parkway
    Suite 220
    Des Moines, IA 50266
  • 800.216.0645
  • LinkedIn

Jim serves as senior vice president, financial advisor for CAPTRUST. Jim has worked in the industry since 1987 in many capacities. Currently, Jim supports corporate stewards and fiduciaries in the management of long-term asset pools and corporate retirement plans. Jim’s training and industry experience allow him to champion client best practices and lead corporate stewards with a focus on outcomes.

EDUCATION

  • Purdue University’s Pension and Profit Sharing Institute

INDUSTRY DESIGNATIONS

  • Certified Employee Benefits Specialist (CEBS)—ISCEBS Fellow

AWARDS AND RECOGNITION

  • 2018 Financial Times 401 Top Retirement Plan Advisor
  • Named in 2010 Most Influential Advisors in Defined Contribution by The 401(k) Wire
  • 2013 CAPTRUST Advisor of the Year
  • 2017 Financial Times 401 Top Retirement Plan Advisor

MEMBERSHIPS AND COMMUNITY INVOLVEMENT

  • Wildwood Hills Ranch of Iowa - Board Member
  • Joppa Outreach - Volunteer Coordinator/Serves Iowa Homeless Population
  • American Society of Pension Professionals and Actuaries (ASPPA) member
  • Callan Associates’ Investment Management Council

Personal Profile

Hometown:
Des Moines, Iowa
Favorite Book or Movie:
Developing the Leader Within You and The Bourne Trilogy
Words to Live By:
It is better to give than it is to receive.
Qualities I Admire in People:
Confidence and humility