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James W. StrodelSenior Vice President, Financial Advisor

  • 4201 Congress Street
    Suite 160
    Charlotte, NC 28209
  • 704.927.0360
  • LinkedIn

James joined CAPTRUST in 2011 as senior vice president, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, James served as a vice president for Diversified Investment Advisors and a consultant for Corporate Benefit Advisors, and has worked in the industry since 1994.

EDUCATION

  • Bachelor of Science degree in finance from Fordham University

AWARDS AND RECOGNITION

  • 2017¬†Financial Times¬†401 Top Retirement Plan Advisor

INDUSTRY INVOLVEMENT

  • Plan Sponsor Council of America -¬†403(b) Research Committee
  • Past-President of Charlotte Pension Forum

Personal Profile

Hometown:
Skaneateles, NY
Favorite Book or Movie:
Titan-Biography of John D. Rockefeller and Shawshank Redemption
Ideal Dinner Guest:
My father, Warren Buffet, and Frank Sinatra
Words to Live By:
Whatever you do, do it well.
Qualities I Admire in People:
Humility, discipline, and integrity
Favorite Philanthropy:
A Giving Spirit Foundation