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.
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Earlier this week, Mergermarket's Karen Padley published an article based upon an interview with CAPTRUST Chief Executive Officer Fielding Miller during which he discussed registered investment advisor consolidation, the firm's growth in recent years, and plans for continued growth.
The National Association of Plan Advisors (NAPA) has just announced their 2017 Young Guns: Top 75 Under 40. CAPTRUST’s John Davenport, Shaun Eskamani, Tyler Gupton, and Christopher Kulick were named to this year’s list, which will be featured in NAPA Net the Magazine.
The Triangle Business Journal has ranked CAPTRUST number seven among the largest financial planning firms in the Triangle. The list was locally researched by TBJ’s Cameron Snipes, and the winners were ranked by the number of Series 7, fully licensed brokers in the Triangle.
The National Association of Plan Advisors (NAPA) has just announced their 2016 Top Women Advisors list. CAPTRUST’s Beryl Ball, Patricia Bills, Erica Blomgren, Susan Clausen, Heather Darcy, Devyn Duex, Jean Duffy, and Abigail Russell were named to this year’s list.
CAPTRUST Vice President, Financial Advisor Marcus Magyar was recognized in the Northeast Pennsylvania Business Journal’s 2016 Top 20 under 40 list. In Magyar’s list profile, the journal highlighted the experiences that molded him into the successful advisor he is today, as well as his business philosophy and life outside of work.