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Katie Roth Named Woman Business Owner of the Year

undefinedOn August 13, 2015, Katie Roth, owner of Portico Staffing, was honored as the CAPTRUST Woman Business Owner of the Year at the Des Moines Business Record’s 2015 Women of Influence awards reception at the Des Moines Marriott. CAPTRUST’s Jean Duffy presented the award to this year’s recipient. “I was honored and very humbled to have received this award,” said Roth.

CAPTRUST is pleased to present Roth with this prestigious award and to recognize all of the Woman Business Owner of the Year nominees. This award celebrates the work of women with exemplary personal and professional reputations, histories of mentoring other businesswomen, strong connections to the Des Moines business community, and significant professional achievements and successes.

“Being a small-business owner, you live with your own mistakes,” Roth said. “I think I’ve made them all. I never appreciated all the challenges until I became one. But there’s just the satisfaction of doing something successfully every day,” Roth stated in a recent Business Record article.


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, NC, the firm represents over $170 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.



CAPTRUST’s Wes Collins on Financial Wellness at Work

PLANSPONSOR recently published an article written by Wes Collins, senior manager of participant advice services at CAPTRUST. Collins explains that plan sponsors should consider educational programs that help their workers understand what financial wellness looks like at different ages and career stages.

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