Congratulations to Jash Desai, a spring 2024 CAPTRUST #scholarship recipient. Jash is a first-year student at Carnegie Mellon University and plans to study investment banking or asset management. Jash founded Gardens for Growth, a nonprofit that combats food insecurity by providing sustainably grown produce to underserved families. He is passionate about exploring the intersection of finance and social innovation, and his goal is to dismantle systemic barriers to financial inclusion. We wish you much success in your career!
CAPTRUST
Financial Services
Raleigh, NC 44,523 followers
We are building financial foundations. How can we help you?
About us
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.
- Website
-
https://www.captrust.com
External link for CAPTRUST
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Raleigh, NC
- Type
- Privately Held
- Founded
- 1989
- Specialties
- Retirement Plan Advisory Services, Investment Advisory, Nonqualified Advisory Services, Discretionary Investment Management, Financial & Estate Planning, Provider Search & Selection / Fee Benchmarking, Participant Education & Advice, and Fiduciary Process Management
Locations
Employees at CAPTRUST
-
Justin Pawl, CFA, CAIA, CFP®
Principal | Financial Advisor | Investment Strategist
-
Jon Meyer
Chief Technology Officer at CAPTRUST
-
Heather Shanahan
Senior Director, Endowments & Foundations | Financial Advisor at CAPTRUST
-
rob solomon
Nanobubble technology - a completely new approach to skincare
Updates
-
Congratulations to Koa Chang, a spring 2024 CAPTRUST #scholarship recipient. He is a first-year student at Stanford University, pursuing a career in technology and coding. Koa has dedicated himself to creating opportunities for others, particularly those from underrepresented communities. Two of his personal projects, WorksheetWizz and KumaBot, provide accessible learning resources that cover numerous subjects and teach the Hawaiian language. Best of luck to you in your academic future!
-
-
Congratulations to Connor Runkle, a spring 2024 CAPTRUST #scholarship recipient! Connor is a first-year student at Embry-Riddle Aeronautical University and an active-duty Air Force service member. Connor is a mental health advocate and started a program called Sean’s Room to support fellow Air Force members with their mental health. Throughout the last year, his program offered services to more than 1,200 guests. After graduation, Connor will be commissioned as a second lieutenant, and he plans to fly C-17s while continuing the work of mental health advocacy. We wish you success in your career!
-
-
Congratulations to Eleanor Hite, a spring 2024 CAPTRUST #scholarship recipient. Eleanor is a sophomore at Bellarmine University, double majoring in biology and biochemistry. Prior to graduating high school a year early, she was president of the Leaders Save Lives Red Cross program, collecting more units of blood than any other high school student. Eleanor aims to pursue a career as a physician's assistant in orthopedic pediatrics. We wish you success with your future!
-
-
CAPTRUST is honored to be named third on the Triangle Business Journal's Best Places to Work list for 2024 in the large company category. This recognition underscores our commitment to our culture, equity ownership program, and focus on giving back through the CAPTRUST Community Foundation. We're proud to be among the top employers in the Triangle and remain dedicated to creating an environment where our employees can thrive.
-
Explore the #fundamentals of life insurance with CAPTRUST's comprehensive guide. Whether you're securing your family's #financial future or planning for estate liquidity, this resource provides essential insights to help you make informed decisions.
Life Insurance Basics
https://www.captrust.com
-
The CAPTRUST Community Foundation today announced $10,000 donations to 75 charities across the country, totaling $750,000, as part of the nonprofit’s fifth annual Giving Day. Read the article to learn more about Giving Day and the organizations that have received support from the CAPTRUST Community Foundation.
The CAPTRUST Community Foundation Supports 75 Nonprofits on Annual Giving Day
https://www.captrust.com
-
#Trusts can help you with estate-planning goals like managing your assets, controlling how your assets are distributed after your death, or planning for incapacity. Read the Trust Basics article to strengthen your #understanding and enhance your financial knowledge. Start building yours now:
Trust Basics
https://www.captrust.com
-
Have questions about succession planning for nonprofit sustainability? In this article, learn how strategic preparation can #safeguard against disruptions and uphold mission-driven impact. Join experts from CAPTRUST as they share valuable insights and actionable steps for effective leadership #transitions.
Succession Planning for Nonprofits
https://www.captrust.com
-
Today is National Financial Awareness Day. While #financialliteracy may seem daunting, small adjustments to daily habits can make a difference! At CAPTRUST, we're committed to empowering the next generation through our foundation's financial literacy program. In line with our mission to enrich the lives of children, this program covers topics like budgeting, car ownership, compound interest, and entrepreneurship. These in-person and virtual presentations were created in collaboration with The New York Times best-selling author Neale Godfrey. If your organization would benefit from a CAPTRUST financial literacy presentation, click here:
Financial Literacy Program
https://www.captrustcommunityfoundation.org