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.
The Executive Committee represents the governing body of the firm whose primary function ensures our resources, technology, and intellectual capital are always in alignment with our company mission and core values.
CAPTRUST CTO Jon S. Meyer was recognized by the Triangle Business Journal in its 2018 class of C-Suite Awards winners. “I am incredibly honored and humbled [...] it is truly a reflection of the hard work of so many,” Meyer stated.
The July 2018 issue of Financial Advisor magazine ranked CAPTRUST number one among registered investment advisors with assets in excess of $2 billion—making it our third year running to achieve this distinction.
The Department of Labor announced last week that CAPTRUST’s Linda M. Kerschner, CRSP, has been appointed corporate trust representative for the 2018 Employee Retirement Income Security Act of 1974 (ERISA) Advisory Council.
