CAPTRUST has announced the hiring of Kevin D. Barry as chief investment officer. Barry will lead the firm’s Consulting Research Group, the 11-person team responsible for investment manager due diligence, asset allocation, and discretionary investment management for the firm’s advisory businesses.
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This year, CAPTRUST was named to the 2017 PLANADVISER Top 100 Retirement Plan Advisers list. Sourcing for this quantitative list begins in September of the prior year and information is pulled from responses to an annual survey. CAPTRUST was one of 12 Mega Teams included in this year’s Top 100.
The Dayton Business Journal (DBJ) has ranked CAPTRUST number 17 among the top money management firms in the Dayton area. The list was published online and in the print version of DBJ, and it is scheduled to be reprinted in that publication’s 2017 Book of Lists this December.
Minneapolis-based Windsor Financial Group, which provides investment and wealth planning for individuals and institutional clients, has joined CAPTRUST. The thirty-year old firm with a team of twelve, has deep experience in wealth management and financial planning.
In this recent webinar, CAPTRUST DC Practice Leader Scott Matheson moderates a 45-minute discussion covering the current state of, and common questions about, target date funds. He is joined by CAPTRUST senior investment and target date fund experts, Jennifer Dunbar and David Hood.
CAPTRUST’s senior director of marketing, John Curry, contributes to the March cover story of Financial Advisor magazine. The article, titled “The Big Business Of 401(k)s” and written by Eric Rasmussen, discusses various pitfalls, DC nostalgia, and the legal environment.