The July 2017 issue of Financial Advisor magazine ranked CAPTRUST number one among registered investment advisors (RIAs) with assets in excess of $1 billion—making it our second year running to achieve this distinction. The magazine’s annual survey analyzes several metrics and other indicators of business success.
Board of Advisors
Formed in 2005, the CAPTRUST Board of Advisors is composed of prominent business leaders from varying fields of expertise, including employee benefits law, technology, marketing, business finance, and the retirement industry at large. Leveraging the Board's collective wisdom enables us to enhance our service offerings with increasing precision. We are pleased to work alongside these distinguished professionals.
Chief Executive and Chief Investment Officer, Verger Capital Management
Winston Salem, NC
Jim is the chief executive and chief investment officer of Verger Capital Management. Jim oversees all investment decisions and is responsible for setting the course for the company, leading corporate strategy and ensuring that Verger remains competitively positioned. Previously, Jim was vice president and chief investment officer at Wake Forest University responsible for investment of the University's endowment. Prior to joining Wake Forest, Jim served as managing director at Wilshire Associates Inc., and chief investment officer and portfolio manager for Wilshire Funds Management. Jim holds a BBA in finance from Villanova University, where he was a member of the NCAA Division I men’s varsity soccer team. Outside the office, Jim spends time with his most important teammates: his wife and two boys.
Principal, Fiduciary Practice Group Co-Head, and Executive Committee Member, Groom Law Group, Chartered
Jenny is Co-Head of Groom Law Group’s Fiduciary practice group and one of five members of the firm’s Executive Committee. In her role as practice group Co-Head, Jenny is responsible for ensuring that the strategic direction and new initiatives of the Fiduciary group position the Groom Law Group to serve the needs of its financial institution, corporate and public plan clients. In her practice, Jenny advises financial institutions on the design and delivery of products and services to the retirement plan marketplace, and advises large corporate and public plan sponsors on all aspects of ERISA fiduciary compliance. Jenny holds a BA from Avila College, where she graduated magna cum laude, and a JD from Georgetown University Law Center, where she graduated cum laude. She has been listed in The Best Lawyers in America, Employee Benefits Law (2013-2015) and The Legal 500 US, Tax Law, Employee Benefits and Executive Compensation (2011, 2014). Jenny enjoys sailing and scuba diving with her husband, Steve and two children, Flint and Sirina.
Financial Advisor, Retired
Dave is a retired financial advisor and retirement plan consultant for corporate retirement plans and retirement plan fiduciaries who joined CAPTRUST in 2008. Prior to joining CAPTRUST, he spent 16 years with Fidelity Investments Institutional Services Company, where he was responsible for Fidelity's defined contribution product, sales, and services. He received a Bachelor of Science degree in economics and finance from Susquehanna University in Selinsgrove, PA.
Co-Chief Executive, Kudu Investment Management
Charlie is the executive chairman of Kudu Investment Management, a New York City-based fund that takes minority stakes in asset management firms. Prior to that he spent four years as an investment banker, and before that he was the founder and chief executive of Asset International Inc., parent company of PLANSPONSOR. The financial information company is best known for its plethora of media products focused on the pension and retirement industry, including PLANADVISER, NewsDash, and Global Custodian. He is a leading authority and valuable insider on the key issues and emerging trends affecting the retirement industry. He holds an M.A. in history from Cambridge University and an M.S. in journalism from Columbia University.
Founder and Chief Strategist, Bulldog Solutions, Inc.
Rob is a serial entrepreneur with extensive experience in launching, growing and operating businesses. He currently serves as founder, chairman, and chief strategist of Bulldog Solutions, an award-winning B2B marketing agency. At Bulldog, Rob advises enterprise business executives on how to turn the chaos of today’s digital landscape into massive business growth opportunities. Rob holds a Bachelor of Business Administration from the University of Texas at Austin and is a faculty member at Acton School of Business.
Partner and Founder, Greenway Solutions, Inc.
Jerry is a co-founder of Greenway Solutions, a consultancy that specializes in online banking, online security, predictive analytics, and operations risk management. Jerry leads Greenway's online security practice which specializes in security architecture, data analytics, fraud control testing, and project management. Greenway’s clients include 4 of the top 5 U.S. financial institutions, as well as many regional financial institutions and several UK clients.