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Peggy A. Whitmore, AIF®, PRP, CRPSVice President, Financial Advisor

  • 150 Main Street
    Suite 5
    Port Washington, NY 11050
  • 516.944.3317
  • LinkedIn

Peggy joined CAPTRUST in 2014 as vice president, financial advisor and is responsible for providing investment advisory services to fiduciaries of corporate retirement plans. Prior to joining the firm, Peggy served as managing director with 401(k) Advisors charged with assisting plan sponsor clients to adopt ongoing fiduciary best practices, including investment due diligence, fee benchmarking, plan design and employee education and has worked in the industry since 1992. 

EDUCATION

  • Bachelor of Science degree in business administration with a concentration in finance from Texas State University

INDUSTRY DESIGNATIONS

  • Accredited Investment Fiduciary (AIF®)
  • Plan Sponsor Retirement Professional (PRP)
  • Chartered Retirement Plan Specialist (CRPS)

AWARDS AND RECOGNITIONS

  • 2009, 2010, and 2011 401k Wire Top 300 Most Influential Advisors in Defined Contribution
  • 2010, 2011, and 2013 Plan Sponsor Magazine Top 100 Plan Advisors

MEMBERSHIPS

  • American Society of Pension Professionals and Actuaries
  • Prudential Advisor Board
  • BlackRock DC Leaders Club

INDUSTRY INVOLVEMENT

  • Profit Sharing/401(k) Council of America speaker
  • American Bar Association speaker

Personal Profile

Hometown:
Houston, TX
Favorite Book or Movie:
If Kennedy Lived
Ideal Dinner Guest:
Larry Kudlow, Sherry Lansing, and Carl Bernstein
Words to Live By:
Life isn't about waiting for the storm to pass, it's about learning to dance in the rain
Qualities I Admire in People:
Strong egos (not big egos), intelligence, and sense of humor
Favorite Philanthropy:
Making Headway