Menu

Recent News

Press releases, company announcements, industry recognition, and news about our activities in the communities we serve.

Advanced Filter

| Raleigh, NC

CAPTRUST’s Carlson Named One of the Dayton Region’s Fifty Most Influential Women

CAPTRUST Vice President, Financial Advisor Kathleen Carlson was recognized as one of the Dayton Business Journal’s 2016 Power 50. Each year, this list identifies, profiles, and commends the Dayton Region’s Fifty Most Influential Women—women who are invaluable leaders across a variety of roles and industries.

Kathleen has worked in the industry since 1980, giving her 36 years of financial advisory experience with high-net-worth individuals and retirement plan fiduciaries. In 2015, she joined CAPTRUST with the firm’s merger with Parker Carlson & Johnson. Kathleen is a graduate of the University of Dayton and Wright State University.

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, North Carolina, the firm represents more than $188 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.

Announcements

VESTED, Fall 2018

We are pleased to announce that the Fall 2018 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail this week. If you are interested in receiving VESTED Magazine, please let us know via email.

Read More