News Releases
CAPTRUST Names New Partners
Raleigh, N.C. (March 1, 2011)
CAPTRUST Advisors, Jason Stanicek and Mike Gray, make partner; are promoted to Senior Vice President
Raleigh, N.C. (March 2, 2010) – CAPTRUST Financial Advisors, one of the nation’s leading independent retirement and wealth advisory firms, today announced that seasoned financial advisors, Jason Stanicek and Mike Gray, have been named partners in the firm. “I’m delighted to welcome Jason and Mike as shareholder partners of the firm,” says J. Fielding Miller, CAPTRUST co-founder and CEO. “I commend them both for their excellent client stewardship and exceptional leadership within the firm and in their respective communities.”
Jason Stanicek joined CAPTRUST in 2006 following a successful tenure with Lincoln Financial Group. Stanicek’s background includes plan design, investment advisory, and fiduciary oversight for defined contribution, defined benefit, and nonqualified retirement plans. In 2008, Stanicek was named a Top 20 Rising Star by Institutional Investor News and in 2010, was named one of the 300 Most Influential Advisors in Defined Contribution by The 401kWire. Stanicek graduated from the University of North Carolina at Chapel Hill in 1994 as the school’s all-time leader in total offense, having played as starting quarterback for the UNC Tarheels from 1991 to 1994. Stanicek currently serves on the university’s Board of Visitors.
Mike Gray joined CAPTRUST in 2006 after a twenty-year career in the areas of tax and estate planning, risk management, financial modeling, and investment oversight. At CAPTRUST, Gray’s clients include high-net worth families, private foundations, corporate executives, and business owners.
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As a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), Gray is a regular contributor to The Strategic Research Report, a quarterly publication written and produced by CAPTRUST. Gray earned a Bachelor of Arts degree in Accounting and a Bachelor of Science degree in Finance from the University of Kentucky.
CAPTRUST is 100 percent employee-owned, with approximately 38 percent of the company’s employees participating in the firm’s shareholder equity programs.
About CAPTRUST Financial Advisors
CAPTRUST Financial Advisors is nationally-recognized as one of the country’s leading independent investment research and fee-based advisory firms. Headquartered in Raleigh, NC, with offices throughout the country, CAPTRUST specializes in providing retirement plan advice and independent investment advisory services to institutional investors, retirement plan fiduciaries, executives, and high net-worth individuals. Currently, the firm oversees $53 billion in client assets and has office locations in 13 states and the District of Columbia, including Alabama, California, Florida, Georgia, Iowa, North Carolina, Maine, Massachusetts, Mississippi, Ohio, Pennsylvania, Texas, and Virginia.
For more information, please visit www.captrustadvisors.com.