CAPTRUST is pleased to present Roth with the Woman Business Owner of the Year award. This award celebrates the work of women with exemplary personal and professional reputations, histories of mentoring other businesswomen, strong connections to the Des Moines business community, and significant professional achievements and successes.
Press releases, company announcements, industry recognition, and news about our activities in the communities we serve. Use the search box above or filter by category.
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.
CAPTRUST Senior Director and Asset/Liability Practice Leader Grant Verhaeghe conducted a Student of the Game session for advisors on pension risk transfer. Student of the Game is a CAPTRUST specialty, an informative session with the goal to educate advisors on emerging issues relevant to their clients.
On July 23 and 24, CAPTRUST’s Beryl Ball and Bruce Graham spoke at Financial Research Associates’ 4th annual conference on Optimal Client Servicing for Institutional Asset Managers and Mastering RFPs & Consultant Databases.