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CAPTRUST Adds Industry Veteran to Advisory Board

Former CAPTRUST Financial Advisor Dave Liebrock to Work Alongside Board Members in the Continuing Effort to Support the Firm's Rapid Growth Amidst a Complex Market Environment

CAPTRUST today announced that Dave Liebrock has joined the firm’s Board of Advisors. For 30 years, Liebrock led a successful career as one of the industry’s leading retirement plan executives, with prominent positions at Fidelity Investments and most recently with CAPTRUST as senior vice president/financial advisor, before officially retiring from the industry.

“I am thrilled to have Dave serve on our Advisory Board,” said J. Fielding Miller, CAPTRUST co-founder and CEO. “A highly regarded retirement industry veteran, Dave brings an impressive tenure of experience as well as a deep understanding of the firm’s strategic goals and culture of the organization.”

Prior to CAPTRUST, Dave spent 16 years at Fidelity Investments where he held a number of senior-level positions, most notably as executive vice president in charge of oversight and management of the advisor 401(k) product. Prior roles at Fidelity included executive vice president in charge of large plan services and president of Fidelity’s defined contribution business in Europe.

“What a tremendous opportunity to continue working with CAPTRUST. I look forward to collaborating with such an esteemed group of professionals on the forward momentum of the firm as well as addressing and responding to the needs of Plan Sponsors and retirees,” says Liebrock.

CAPTRUST established its Advisory Board in 2005 to ensure the firm’s ability to leverage outside perspective and counsel on issues regarding long-term strategic planning and positioning. Other members of CAPTRUST’s Advisory Board include: Quana Jew, ERISA expert and partner with Arent Fox, LLP; Jeffrey Montgomery, chairman and CEO of AFAM; Charles Ruffel, founder and Director of Asset International Inc. (parent company of PLANSPONSOR Magazine); Rob Solomon, founder and CEO of Bulldog Solutions, Inc; Jerry Tylman, founder and CEO of Greenway Solutions, Inc.; and Jim Dunn, chief investment officer of Wake Forest University.

About CAPTRUST Financial Advisors

CAPTRUST is an independently owned retirement advisory firm providing fiduciary and retirement advice to institutional investors, retirement plan fiduciaries, executives, and high net-worth individuals. Over the last 25 years, CAPTRUST has grown from an entrepreneurial start-up to one of the nation’s leading retirement advisory firms. Headquartered in Raleigh, N.C., the firm represents over $69 billion in client assets with offices in Alabama, California, Florida, Georgia, Iowa, Kansas, North Carolina, Maine, Minnesota, Mississippi, Ohio, Pennsylvania, Texas, Virginia and Washington, DC.




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