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Cap Trust Financial Advisors LLC - Capfinancial Partners, LLC


Company Description: 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, institutional investors, executives, and high net-worth individuals. --- Executive Leadership: Fielding Miller Co-founder and CEO Eric J. Freedman Chief Investment Officer Ben Goldstein Chief Operating Officer Wilson Hoyle Managing Director, Head of Advisor Support Group Rick Shoff Managing Director, Advisor Support Group John Appleby Managing Director, Project Management & Acquisitions --- Locations • Birmingham, AL • Los Angeles, CA • Washington, D.C. • Orlando, FL • Atlanta, GA • Des Moines, IA • Boston, MA • Clarkston, MI • Minneapolis St. Paul, MN • Charlotte, NC • Raleigh, NC* • New York City, NY • Akron, OH • Philadelphia, PA • Dallas, TX • Houston, TX • Richmond, VA • Greenwich, CT *Company Headquarters For more information about CAPTRUST, please visit our website at www.captrustadvisors.com.see less

Cap Trust Financial Advisors LLC - Capfinancial Partners, LLC was founded in 1989

8816 Six Forks Rd Ste 301 Raleigh, NC 27615-2983

Industries: Online Publishing, Stock Broker, Annuities

Technologies: Cap Trust Financial Advisors LLC - Capfinancial Partners, LLC is using 4 Technologies.

Employees: We found 0 verified contacts and 159 unverified employees.

We have 10 emails for Cap Trust Financial Advisors LLC - Capfinancial Partners, LLC.

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Unverified Contacts

These are contacts we've discovered through publicly available sources and might be outdated.
Use our PerfectLink™ Contact Finder to verify contacts.

Fielding Miller
Managing Partner
Mike Strother
Managing Principal
J. F. Miller
Chief Executive Officer
Phyllis Klein
Managing Director, Professional Services
John Appleby
Managing Dir
Wilson Hoyle
Managing Dir
James Stafford
Director Information Technology
Kathy Del Corso-Chase
Senior Director, Human Resources
Rick Shoff
Managing Dir
Traynor Reitmeier
Vice President, Financial Advisor
Jason Kooyer
Senior Performance Analyst
Eric Freedman
Chief Investment Officer
Connie Dixon
Chief Executive Officer Chief Financial Officer Vice Preside...
Lisa Schulist
Coordinator of First and Lasting Impressions
Calvin Chanski
Performance Associate
Rhonda Carter
Client Service Associate
Ryan Tyler
Director of Operations
Ric Mundorf
Financial Advisor, Vice President
Shanon Tate
Client Service Associate
Jeffrey Annis
Vice President
Amy Johnston
Kathy Chase
Senior Director Training
Bryan Linn
Relationship Manager
Dan Digiacomo
Financial Advisor, Vice President
Marshall J Cobb
John Curry
Senior Director, Marketing
Marjorie Agostino
Operations Manager
Roger Noonan
Advisor Support Group
Bruce H Johnson
Belen Albornoz
Alicia Bryan
Senior Investment Consultant
Bonnie McCullough
Senior Director
George Kroustalis
Financial Advisor, Vice President
Shawn Pacanowski
Investment Consultant
Dirk Zwiep
Consulting Director/Partner
J Fielding Miller
Co-Founder and Chief Executive Officer
Kristine Zylstra
Relationship Manager
Mark Paccione
Director Investment Research
Allison Sisson
Marketing Associate
Cynthia Lodor
Executive Assistant
Kathleen Dehart
Adminstrative Associate
Shelley Alexander
Susan Clausen
Vice President, Financial Advisor
Brian L Vandenbrink
Managing Partner/Consultant
Grant Verhaeghe
Director Investment Research
Beryl Ball
Vice President, Financial Advisor
Daniel A Summerlin
Vice President
Doreen O Dowd
Senior Director of Client Services
Phyllis E Klein
Senior Director, Consulting Research Group
Colin Rossi
Research Associate
Steve Wilt
Vice President Financial Advisor
Richmond Bernhardt
Managing Principal
Patricia Bills
Financial Advisor
Mark Paccione Cfa
Senior Manager Investment Research
Heidi Spencer
Director of Client Service
Wendy Noonan
Client Management
Erik Volland
Manager Employee Education Services
Karen O Denise
Senior Manager Wealth Client Service
Patrick Sallee
Executive Compliance Officer
Jean Duff... Ulrichson
Vice President
Gloria Windquist
Corporate Secretary
Jeff Helms
Associate Investment Research
Christopher Ku... Cima
Vice President Financial Advisor
Michele Swart
Manager Client Operations
Karen Monroe
Finance Associate
James F Stafford
Advisor Support Group
Roger Robson
Managing Partner
Jennif... Mastrapasqua
Marketing Manager
Allison Hubbell
Team Leader Wealth Client Service
Susan Susy Guilford
Client Services
Matthew Leggett
Client Management Consultant
Rye Johnson
Facilities Project Planner
David Hood
Manager Investment Research
Kathy Corso-Chase
Senior Director of Human Resources
John Strickland
Pension Fund Manager
Angie Hernandez
John Henry
Senior Manager, Professional Services
Jimmy Talton
Vice President
Ronald Hinton
Manager Information Technology
Patrick Regan
Vice President
Michael Strother
Senior Director Advisor Support Group
Ben Goldstein
Chief Operating Officer
John Martin
Vice President-Investments
James Oonk Jr
Consulting Manager
Edwin Dalrymple
Managing Principal
Alan Palmer
Vice President
Robert F Piccirilli
Investment Consultant
Linda Patefield
Operations Assistant
Mark St Pierre
Consultant-Retirement Plans
Todd Jones
Vice President, Financial Advisor
Peter Coleman
Operations Manager
Dave Liebrock
Financial Advisor
Lynn Koors
Operations Manager
Karen Casillas
Vice President, Financial Advisor
Kat... Del Corso-Chase
Senior Director Human Resources
Mathew Vanaman
Client Service
James Stenstrom
Megan Stallings
Research Associates
Jonathan Woodruff
Investment Analyst
Jason Stanicek
Vice President Financial Advisor
Jeff Loehwing
Vice President
Ellen Crowley
Vice President
Jeremy Hanson
Team Leader Retirement Plan Services
Greg Diagonale
Financial Advisor Relationship Manager
Jake Connors
Client Management Consultant
Mike Gray
Vice President
David Camper
Financial Advisor
Stephen Wilt
Vice President
Charles Hite
Vice President
Robert Jones
Vice President
Kevin Monroe
Vice President
Jason Stephens
Director of Mutual Fund Research
Christopher Kulick
Vice President
Trae Cole
Vice President
Danny Summerlin
Vice President
Brian Zito
Financial Advisor
Jim Pierce
Vice President
Angela Lintner
Client Management Consultant
Stephen Schott
Vice President
Jean Duffy
Vice President
Scott Matheson
Senior Director Research
John Griffith
Retirement Plan Consultant
Kenneth Tynch
Enrollment Specialist
Scott Wertheim
Vice President
Mary Johnston
Registered Assistant
Michael Blair
Vice President
Jason Wall
Professional Services GROUP
Barry Schmitt
Financial Advisor
Patricia Picquet
Marketing Director
Gayle Blevins
Capital Management Consultant
John Pickett
Vice President
Michael Curran
Nonqualified Deferred Compensation
Paul Schaffer
Vice President
Faye Wohlferd
Retirement Plan Assistant
Andrew Shimp
Vice President
Jim Waters
Consulting Manager
Jason Bart
Financial Advisor
Bob Jones
Managing Director-Investments
Johnny Garrett
Vice President
Rick Bernhardt
Managing Principal
Chip Bradford
Registered Account Administrator
John Leissner
Financial Planner
Stephen A Pierce
Land Hite
Vice President Investments
Mike Fields
Investment Specialist
Jeff Belmonte
Relationship Manager
Denise Buchanan
John Mangum
Vice President, Financial Advi
Jeb Graham
Registered Investment Advisor
John Pullen
Vice President, Financial Advisor
Matt Doyle
Investment Consultant
Eric Bailey
Investment Consultant
Eric Freeman
Chief Investment Officer/Head of Consulting Research Group
J Miller

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