News Releases
Four Retirement Industry Veterans Join CAPTRUST
CAPTRUST also announces the opening of its newest office, located in Kansas City
Raleigh, NC (February 7, 2012)
CAPTRUST today announced that four retirement Industry Veterans have joined the CAPTRUST team of advisors. Pamela Popp, former CEO of JP Morgan Retirement Plan Services, has joined CAPTRUST’s national advisory team, the fourth in a quartet of advisory talent the firm has added thus far in 2012. Karen Casillas, former plan consultant director with 401(k) Advisors, and Brian McCormack, former institutional business executive with BB&T, as well as Joseph Cosentino, former Newport Group regional director of retirement plan sales round out the firm’s latest additions.
With the opening of the Kansas City office, CAPTRUST has opened five new regional offices within the past two years and has added twelve advisors since the beginning of 2011.
Popp joins CAPTRUST following a successful 25‐year career in the retirement industry, 16 of which she spent at JP Morgan Retirement Services, ultimately taking the reins as CEO in 2008. She will be based in CAPTRUST’s new Kansas City office.
Casillas joins CAPTRUST with 27 years of proven industry experience that includes prior positions with 401(k) Advisors, ING and Fidelity Investments. Casillas will be based in CAPTRUST’s L.A. office and focus on institutional plan consulting.
McCormack joins CAPTRUST with over 28 years of experience providing retirement advice to institutions, high net‐worth individuals and affluent families. He will be based in CAPTRUST’s Raleigh office.
Cosentino’s background includes 18 years in the industry, including 14 spent with Boston based Putnam Retail Management. In his new role with CAPTRUST, Cosentino will focus on institutional plan consulting, and will be based in CAPTRUST’s Raleigh office.
“I am thrilled to add such a talented group of veteran retirement professionals to our team. We have staked our future on our ability to attract the industry’s best talent and today we raised our game in a major way,” said J. Fielding Miller, CAPTRUST co‐founder and CEO.
About CAPTRUST Financial Advisors
CAPTRUST is an independently owned retirement advisory firm providing fiduciary and retirement advice to institutional investors, retirement plan fiduciaries, executives, and high net‐worth individuals. Over the last 25 years, CAPTRUST has grown from an entrepreneurial start‐up to one of the nation’s leading retirement advisory firms. Headquartered in Raleigh, N.C., the firm represents over $60 billion in client assets with offices in Alabama, California, Florida, Georgia, Iowa, Kansas, North Carolina, Maine, Massachusetts, Minnesota, Mississippi, Ohio, Pennsylvania, Texas, Virginia and Washington, DC.