News Releases

CAPTRUST Announces Newest Shareholders

CAPTRUST grants two key advisors company ownership distinction

Raleigh, NC (January 28, 2010)

CAPTRUST Financial Advisors today announced that Todd Jones and Jon Strickland have each been named Advisor Shareholder Partner and promoted to Senior Vice President based on their exemplary records of contribution towards the success of the firm, as well as their consistent upholding of the CAPTRUST mission and core values.

Jon Strickland joined CAPTRUST in 2004 with a focus in Corporate Retirement Plans, Institutions and Affluent Families. Todd Jones, a member of the CAPTRUST team since 2000, shares a similar focus in his role and currently serves on the CAPCommunity Foundation Committee, a registered 501(c)(3) charity organized by CAPTRUST employees to more formally support the charitable efforts of the firm.

“Todd and Jon are both exceptional advisors who demonstrate excellence in all they do for our clients, our colleagues and our communities,” said Wilson Hoyle, Managing Director and Head of the firm’s Advisor Support Group. “We believe a key tenet for success is to maintain a culture of shared ownership and responsibility. As our firm continues to grow, we aspire to empower all of our experienced advisors with an equity ownership opportunity that rewards service excellence, teamwork, and community.”


About CAPTRUST Financial Advisors
CAPTRUST Financial Advisors is an independent investment research and advisory firm specializing in providing strategic advisory services to retirement plan fiduciaries, executives, and high net‐worth individuals. Headquartered in Raleigh, N.C., the firm represents $28 billion in client assets with offices in Alabama, California, Georgia, Mississippi, Maine, Massachusetts, Ohio, Pennsylvania, Virginia, and Washington D. C.

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