The survey primarily focused on nonprofits with long-term investment assets between $10 million and $100 million and included more than 150 responses.
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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 consulting firm FCE Group, headquartered in Long Island, New York, has joined CAPTRUST's growing team. With this merger, CAPTRUST welcomes 23 new colleagues.
Financial consulting firm Morton Wealth Management, headquartered in Greensboro, North Carolina, has joined CAPTRUST's growing team. With this merger, CAPTRUST welcomes seven new colleagues.
Chad Griffeth has joined the firm as a vice president and financial advisor in its Minneapolis office. “We are excited to have his deep experience and proven track record onboard to help us continue to build [our] presence in Minneapolis,” said CAPTRUST Director of Wealth Services, Scott Bruin.
All four of these new colleagues will be supporting our wealth client service team. “This is a great crop of new talent for us. I can’t wait for our clients to meet them,” said CAPTRUST CEO J. Fielding Miller.