CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, foundations, and endowments, and comprehensive wealth planning services to executives and high-net-worth individuals.
Crain’s Cleveland Business named CAPTRUST’s Susan Clausen to its list of Northeast Ohio’s Notable Women in Finance. Clausen, who works in the firm’s Akron, Ohio, office, joined CAPTRUST in 2009 and has worked in the industry since 1978.
CAPTRUST was named in the TBJ list of the Top 50 Privately Held Entities in the Triangle, which ranks companies by total number of employees. The list also includes data on the number of employees in the Triangle and revenue figures.
Financial consulting firm FCE Group, headquartered in Long Island, New York, has joined CAPTRUST's growing team. With this merger, CAPTRUST welcomes 23 new colleagues.
