CAPTRUST Financial Advisors is proud to sponsor the 44th Annual Retirement & Benefits Management Seminar on April 23 and 24 at the Marriott Southpark in Charlotte, NC. This event is jointly organized by the University of South Carolina’s Darla Moore School of Business with participation by the DOL and IRS.
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CAPTRUST Financial Advisors and Pensionmark Retirement Group have announced a strategic partnership designed to create the financial services industry’s premier platform for retirement plan advisors. The combined firms are expected to serve more than 3,000 institutional clients with over $170 billion of assets under advisement.
The National Association of Plan Advisors (NAPA) announced that CAPTRUST Senior Vice President and Financial Advisor Mark Davis is one of three finalists for its 2015 401(k) Advisor Leadership Award. This award recognizes leadership, innovation, and contributions to the retirement plan industry. The winner will be revealed at the 2015 NAPA 401(k) SUMMIT, March 22-March 24 in San Diego, California.
The CAPCommunity Foundation names The Children's Flight of Hope as the 2015 Big Fundraiser Initiative Charity. Children's Flight of Hope’s mission is to provide free air transportation to and from medical facilities for seriously ill and injured children who — due to medical, financial, or logistical reasons — are unable to reach their destinations by any other method.
200 Angels were gifted by CAPTRUST employees and the CAPCommunity Foundation for this year's Angel Tree Drive.
The CAPCommunity Foundation donates $100,000 to Ronald McDonald House Charities.