CAPTRUST announced that it will merge Parker Carlson & Johnson Investment Management into its wealth management practice. Dayton-based, PCJ has been providing wealth management and investment advisory services to individuals, families, corporations, and non-profit entities since 1982.
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The CAPCommunity Foundation is pleased to announce its inaugural Music Fest to take place on Saturday September 19, 2015 from 2 pm to 10 pm. The Music Fest will be held in the Midtown Park at North Hills in Raleigh, NC. The purpose of the event is to raise awareness of and support for Children’s Flight of Hope.
CAPTRUST is pleased to present Roth with the Woman Business Owner of the Year award. This award celebrates women with exemplary reputations, histories of mentoring other businesswomen, strong connections to the Des Moines business community, and significant professional achievements.
CAPTRUST's Greg Middleton is featured in an article in PLANADVISER Magazine discussing plan sponsors’ increased use of the RFP as part of the process to hire a retirement plan advisor. The article focuses on how plan sponsors are using advisor RFPs as a way to evaluate and select advisors.
CAPTRUST announced that it has completed a merger with MFP Strategies. Based in Bethlehem, PA, MFP Strategies brings with it deep experience in wealth management and capital preservation strategies for private clients, investment advisory services for institutions, and retirement plan advisory services for institutional plan sponsors.
CAPTRUST was named in the Large Companies category of Triangle Business Journal's annual survey of the area's Best Places to Work released on August 3, 2015. The TBJ list was compiled and ranked based upon the results of an employee survey conducted by Quantum Workplace.