CAPTRUST NEWS

2008
First Quarter: CAPTRUST adds depth and experience as David Liebrock, Beryl Ball and Ellen Crowley join the firm as financial advisors.

First 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
Fourth 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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Fourth 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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Third 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.

Third 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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Third Quarter: CAPTRUST outlines the issues facing investment advisors as they seek out new business partners.
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Second 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.

Second Quarter: CAPTRUST completes the acquisition of Atlantic Capital Management and expands its presence in North Carolina.
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Second 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.

First 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
Fourth 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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Fourth 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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Fourth Quarter: CAPTRUST CEO and Co-Founder, J. Fielding Miller, was recognized as one of the top 50 most influential in the 401(k) industry.