We are excited to announce that Cobblestone Capital Advisors, LLC. has joined CAPTRUST! Based in Rochester, NY, Cobblestone brings a team of 42 colleagues and over $3 billion in client assets. Welcome CEO John DiPasquale, Chief Investment Officer Jason Garlock, Managing Director of Business Development Chris Mooney, and the entire team to the CAPTRUST organization!
CAPTRUST
Financial Services
Raleigh, NC 73,911 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
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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
Updates
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"As you get bigger, every time you add a new piece to your family, you’re adding a new piece of culture. It just has to fit. It doesn’t have to be the same culture; it has to work with the culture," said Michael Wunderli at #RIAEdgeLA. Thanks Alex Ortolani for moderating a great panel!
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CAPTRUST is excited to announce the CAPTRUST Wellness Advantage: Powered by Cleveland Clinic, a program designed to help clients align their financial plans with their health goals. “There is a real connection between physical and financial wellness,” said Edward Welch, Jr, managing director and head of wealth management at CAPTRUST, who also helped spearhead the project. “We’re not medical experts. But we can bring medical expertise to the table, which is where Cleveland Clinic came in.” This new initiative brings together CAPTRUST’s advisory services and Cleveland Clinic’s medical expertise, offering clients a concierge-supported experience. Read more here: https://okt.to/v5f9ks
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This #VESTEDmagazine article explores the science and stories behind regret, offering insights into why we feel it, what we tend to regret most, and how those feelings can actually help us grow.
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If you haven’t made a plan for what will happen to your assets after your death, now is the time to get started. At first, #estateplanning may seem daunting, but it’s crucial to ensure that your assets are distributed according to your wishes. Don’t wait until it’s too late. Watch this video to learn how you can protect your legacy.
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Congratulations to our Spring 2025 CAPTRUST #Scholarship recipients! Judging was based on official transcripts and a submitted essay. We’re proud to celebrate your achievements and wish you continued success in all your future endeavors. Below, you'll find a brief introduction to each of our outstanding recipients. Dylan Carswell, a freshman at Howard University majoring in business with a focus on finance and entrepreneurship, is a member of the SBEL Honors Program and the founder of Readers Become Leaders. Dedicated to economic empowerment and equity, he aspires to become a financial strategist and has received multiple honors through his involvement with the Women’s Diversity Network and Jack and Jill of America, Inc.. Caroline Davis is a freshman at New York University studying global public health and sociology, with aspirations to work for the World Health Organization as a humanitarian relief coordinator. An advocate for equity and community health, she has led policy change for dual-enrollment students, co-chaired social justice committees, and conducted public health outreach in underserved communities—all while preparing for immersive global health research in Kenya. Marc DiGregorio is a junior at James Madison University pursuing biomedical engineering, inspired by a childhood friend's experience with Duchenne Muscular Dystrophy and the transformative power of assistive technologies. He’s an accomplished student and leader whose capstone project, internships, and volunteer work reflect his commitment to designing human-centered medical devices and promoting equity in STEM. Sawyer Husain is a junior at the University of North Carolina at Chapel Hill studying public policy and geography with a minor in urban planning, aiming to become a city planner focused on equity and inclusion. An appointed member of the Chapel Hill Planning Commission and former Bezos Scholar, he’s helped draft affordable housing policy and leads community initiatives that reflect his commitment to thoughtful, people-centered urban development. Madelyn Sheffel is a sophomore at Slippery Rock University majoring in math education, with the goal of becoming a math teacher who inspires students through practical, engaging, and empowering instruction. A passionate advocate for cancer prevention, she founded an award-winning educational initiative, has completed over 2,400 hours of community service, and helped raise over $900,000 through her youth-led Relay for Life team.
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Great conversation between Fielding Miller and Mark Tibergien at ECHELON Partners Deal & Dealmakers Summit, offering a unique look at what fuels the firm's growth. #DDM2025 Michael Wunderli
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CAPTRUST reposted this
We are excited to celebrate our 6th annual Giving Day! This year, we donated $800,000 across 80 organizations. Each CAPTRUST office is able to select the nonprofit in their region to support. Read the press release for the full list of organizations: https://lnkd.in/ed3FHJcs
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We’re proud to share that Jennifer Doss, CRPS, QKA, TGPC has been honored with the 2025 PLANADVISER Excellence in Operations Award! This inaugural award honors the senior non-adviser operations professionals who play a critical role in supporting advisers and driving firm success. As Senior Director, Defined Contribution Practice Leader, Jennifer leads the development of #retirementplan services to address the needs of CAPTRUST’s clients. Disclosure: CAPTRUST employees named on the “2025 PLANADVISER Excellence in Operations” ranking are based their impact on firm operations, support of advisers, and overall excellence in execution. CAPTRUST nor its advisors paid a fee to PLANADVISER to obtain or use the ranking.
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In episode 78 of Revamping Retirement, hosts Jennifer Doss, CRPS, QKA, TGPC and Matt Patrick are joined by Lucian Marinescu and Josh Charlson from Morningstar to explore the growing role of private market investments—such as private equity and private credit—within defined contribution (DC) plans. They discuss potential allocations, operational challenges, and the practical implications for plan sponsors, including fees, liquidity constraints, and valuation transparency.