Chad Griffeth has joined the firm as a vice president and financial advisor in its Minneapolis office. “We are excited to have his deep experience and proven track record onboard to help us continue to build [our] presence in Minneapolis,” said CAPTRUST Director of Wealth Services, Scott Bruin.
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On July 30, Business North Carolina announced its third annual ranking of companies that oversee at least $1 billion in assets. CAPTRUST came in at the top of the list with more than $270 billion in assets.
On Wednesday, August 1, Triangle Business Journal named 50 local businesses as its Best Places to Work for 2018. This will be the fifth time CAPTRUST has been honored with making the Journal’s list.
All four of these new colleagues will be supporting our wealth client service team. “This is a great crop of new talent for us. I can’t wait for our clients to meet them,” said CAPTRUST CEO J. Fielding Miller.
Sit back, relax, and join us for our webinar on conducting a foolproof retirement plan advisor RFP. You’ll hear from CAPTRUST leadership as they cover best practices and discuss real case studies from their experience completing over 1,700 RFPs.
Roanoke, Virginia-based investment advisory firm Catawba Capital Management has joined the growing CAPTRUST family. Catawba brings more than $1 billion in client assets to CAPTRUST.