CAPTRUST today announced the addition of McQueen, Ball & Associates and Cornerstone Capital Advisors to its growing team. These transactions bring more than $2 billion of client assets to CAPTRUST.
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“We make up almost 20 percent of the Barron’s Top 50 list. These are world-class professionals and very talented teams. Best of all, they are just the tip of the CAPTRUST iceberg,” said CEO Fielding Miller.
CAPTRUST concluded 2018 with total assets under advisement of more than $300 billion. The firm also saw 21.5 percent revenue growth and welcomed five new firms under the CAPTRUST brand.
CAPTRUST adds three partners and supporting team members from Atlanta-based FiduciaryVest and more than $13 billion in client assets under advisement to its practice.
CAPTRUST today announced the addition of two advisory firms—deals that rounded out 2018, a strong year of growth for the firm. In 2019, that momentum is expected to continue.
The survey primarily focused on nonprofits with long-term investment assets between $10 million and $100 million and included more than 150 responses.