Name | Title | Contact Details |
---|---|---|
Elizabeth Lee |
Deputy General Counsel and FVP | Profile |
Lisa Ruiz |
Chief Compliance Officer | Profile |
Daniel Bruk |
SVP - Chief Compliance Officer of Nordea Markets LLC | Profile |
Carla Colone |
Chief Compliance Officer, Swap Dealer | Profile |
Helene Jepson |
Chief Compliance Officer and Head of Group Compliance | Profile |
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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.