CAPTRUST Financial Advisors, one of the nation’s leading independent investment advisory firms, today announced that Bruce Graham has joined CAPTRUST from the Stamford, CT office of Clearbrook Investment Consulting. Graham brings with him 26 years of hands-on experience in the design, implementation, and management of investment strategies for corporate retirement plans, endowments, foundations, and high-net-worth individuals.
“The breadth of CAPTRUST’s services and depth of investment and manager research capabilities are very exciting,” Graham says. “And the firm’s focus on serving the needs of mid-market retirement plans, foundations, and endowments means that clients get the attention they deserve,” Graham continues.
Graham joins CAPTRUST as vice president and financial advisor, and will work from CAPTRUST’s newest office in Greenwich, CT. The Greenwich office, opened recently with the acquisition of Cambridge Financial Services and hiring of senior vice president and financial advisor, Ernest Liebre, is the firm’s second new office this year. Since 1989, the firm has experienced remarkable growth; from its beginnings with two advisors bringing on their first client, to today with over 250 associates, $103 billion in assets under advisement, over one thousand institutional clients, and more than two million retirement plan participants across 50 states.
“The opportunity to build upon our Greenwich presence by adding an experienced industry pro like Bruce Graham is a real coup,” says J. Fielding Miller, CAPTRUST co-founder and CEO. “This is a perfect example of how bringing the industry’s best talent to the firm will help us grow in key retirement markets.”
About CAPTRUST Financial Advisors
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. Headquartered in Raleigh, N.C., the firm represents $103 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Kansas, Massachusetts, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, and Washington, D.C.