CAPTRUST’s Kathleen Carlson was recognized as one of the Dayton Business Journal’s 2016 Power 50. Each year, this list identifies, profiles, and commends the Dayton Region’s Fifty Most Influential Women—women who are invaluable leaders across a variety of roles and industries.
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The Atlanta Business Chronicle publishes the list of Atlanta’s Top 25 Financial Planning and Advisory Firms. For 2016, CAPTRUST’s Atlanta branch secured the number eight position among firms ranked by total assets under management.
CAPTRUST was named in the 2016 Fast 50 Awards list of the 50 fastest-growing private companies in the Triangle. The Fast 50 winners were selected and ranked based on a formula that counts revenue growth and profitability in the preceding three years.
Financial Times listed six advisors from CAPTRUST in the 2016 Top 401 DC Plan Advisors of 2016. CAPTRUST advisors Karen Casillas, Dan Esch, Todd Jones, Mike Pratico, Andrew Shimp, and Scott Wertheim are those named in the list.
Dallas-based CAPTRUST Financial Advisor John Pickett was featured prominently in a recent article on WealthManagement.com, The article, titled "Six Strategies for Better Plan Committee Relationships" and penned by Ed McCarthy, was published July 11.
In its July 2016 issue, Financial Advisor magazine ranked CAPTRUST number one among RIAs with assets in excess of $1 billion. The magazine's annual survey analyzes several metrics, including assets under advisement, asset growth over the trailing year, assets per client, and a number of other indicators of business success.