News Releases
CAPTRUST Adds New Talent in Charlotte
Firm advances growth strategy with steady focus
Raleigh, N.C. (January 4, 2011)
CAPTRUST has hired 17-year retirement plan consultant, James W. Strodel, as Vice President, Financial Advisor. Strodel will be based out of the firm’s Charlotte office, one of ten regional offices the firm operates throughout the country.
For CAPTRUST, the addition of Strodel, just days into 2011, signals the firm's effective start toward another year of steady growth and expansion since advancing its national strategy in 2004.
“We continue to execute on our strategic plan to attract and retain talented, like-minded advisors with proven track records of success,” said J. Fielding Miller, CAPTRUST co-founder and CEO. “There’s no question, the addition of Jim is another strategic win for our entire team.”
In addition to adding more advisors and other specialized talent, Miller says to expect CAPTRUST to open new offices in key retirement markets in 2011.
About CAPTRUST Financial Advisors
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to institutional investors, retirement plan fiduciaries, executives, and high net-worth individuals. Headquartered in Raleigh, N.C., the firm represents $52 billion in client assets with offices in Alabama, California, Florida, Georgia, Iowa, North Carolina, Maine, Massachusetts, Mississippi, Ohio, Pennsylvania, Texas, Virginia, and Washington, DC.