CAPTRUST NEWS
2010
3rd Quarter: CAPTRUST Employees Elected to Spearhead Firm's Charitable Efforts
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3rd Quarter: Investment Expert from AON Investment Consulting Joins CAPTRUST
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3rd Quarter: Prominent VP from Fidelity Investments Joins CAPTRUST
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2nd Quarter: CAPTRUST Establishes office in Dallas, adds several new top advisors
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1st Quarter: CAPTRUST Announces Newest Shareholders
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1st Quarter: Investment Professional Optimistic for 2010
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1st Quarter: CAPTRUST Adds New Member to Board of Directors
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2009
3rd Quarter: CAPTRUST Strengthens Presence in Charlotte Metro; Welcomes One of NC's Top Advisory Teams to the Firm
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3rd Quarter: Firm adds 25-year veteran nonqualified plan expert
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3rd Quarter: CAPTRUST Foundation Lends Helping Hands to Habitat
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2nd Quarter: CAPTRUST expands in Virginia. Firm adds new talent and strengthens foothold in key retirement market
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1st Quarter: CAPTRUST Financial Advisors advances national expansion plans with the acquisition of another major retirement plan advisor
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1st Quarter: Nationally acclaimed advisory team joins CAPTRUST Financial Advisors. With additions, firm deepens presence in the Midwest
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2008
1st Quarter: CAPTRUST adds depth and experience as David Liebrock, Beryl Ball and Ellen Crowley join the firm as financial advisors
1st Quarter: CAPTRUST completes the acquisition of the retirement plan division of
Birmingham, Alabama based Capital Strategies and expands its presence in
the Southeast region
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2007
4th Quarter: Due to the firm’s growth, CAPTRUST announces that it will be moving its headquarters to the newly constructed Office Tower, named The CAPTRUST Building, at the North Hills East Development in Raleigh, NC
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4th Quarter: CAPTRUST adds Quana Jew, Partner Arent Fox LLP.
and Jeff Montgomery, CEO, National Financial Securities Inc. to its Advisory
Board
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3rd Quarter: CAPTRUST completes the establishment of the
CAPTRUST Community Foundation which will carry out our charitable mission to
enrich the lives of our community through our ongoing charitable efforts
3rd Quarter: CAPTRUST authors a guest column on the demand by
Plan Sponsors for a greater level of sophistication from Investment Advisors
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3rd Quarter: CAPTRUST outlines the issues facing investment
advisors as they seek out new business partners
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2nd Quarter: CAPTRUST partners with the University of South
Carolina Moore School of Business, the Department of Labor and the Inland
Revenue Service for the 37th annual Retirement Benefits Management Seminar which
provides education and training on fiduciary and industry issues facing
retirement plan professionals
2nd Quarter: CAPTRUST completes the acquisition of Atlantic
Capital Management and expands its presence in North Carolina
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2nd Quarter: CAPTRUST expands its presence within the New
York and Northeast market by adding Scott Wertheim, an advisor with over 10
years of experience providing services to plan sponsors, to the firm
1st Quarter: CAPTRUST announces that five key people, who have
been instrumental to the firm’s growth and success, have been made shareholders
CAPTRUST is a National Sponsor of the Mid Size Pension Conference Series. The
conferences are focused on preparing and educating retirement plan sponsors on
their role as fiduciaries within the ever-changing retirement industry
2006
4th Quarter: CAPTRUST completes the acquisition of Plan Advisory
Services, Inc. and broadens its presence in the Pennsylvania, New Jersey, New
York, and Connecticut markets with the experience of Rick Shoff and Paul
Schaffer joining the firm
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4th Quarter: CAPTRUST participates in a roundtable on the role of the investment advisor and how best to provide services to Plan Sponsors.
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4th Quarter: CAPTRUST CEO and Co-Founder, J. Fielding Miller, was recognized as one of the top 50 most influential in the 401(k) industry.
