ACCOLADES

In 2022, CAPTRUST garnered national and local attention with accolades for the entire firm, regional offices, and individual colleagues.

Firm Ranks on Barron’s List

CAPTRUST ranked fourth on the prestigious list of the Top 100 RIA Firms for 2022. The ranking is based on a formula encompassing assets managed, technology spending, firm diversity, and regulatory records, among other characteristics.

Top 100 Institutional Consulting Teams

Barron’s released its 2022 rankings for the Top 100 Institutional Consulting Teams, including 20 CAPTRUST teams from across the country. The goal of the award is to shine a spotlight on the nation’s best financial advisors, with an eye toward raising standards in the industry. Criteria for this recognition include assets under management, revenue, and quality of practice. The firm represents 20 percent of the 100 spots on this year’s list.

These CAPTRUST teams and their key advisors were ranked as follows:

#2 – Team New York/Boston, led by Michael Volo, Jeffrey Levy, and Michael Sanders

#10 – Team Allentown, led by Jim Edwards, Wes Schantz, and Jeff Loehwing

#12 – Team Schott, led by Stephen Schott

#25 – Team Doylestown, led by Chris Kulick, Paul Schaffer, Scott Wertheim, and Sean Teesdale

#27 – Team Bailey, led by Eric Bailey

#28 – Team Stanicek, led by Jason Stanicek

#29 – Team Atlanta, led by Philly Jones, Evan Melcher, Zack Sadler, and Drew McCorkle

#33 – Team Dallas, led by John Pickett and Travis Whitten

#34 – Team Strickland, led by Jon Strickland

#37 – Team Esch, led by Dan Esch

#39 – Team Strodel, led by Jim Strodel

#41 – Team Schmitt, led by Barry Schmitt

#50 – Team Birmingham, led by Paul Owen, Phil Anderson, and Beau Williams

#55 – Team South Michigan, led by Dori Drayton and Susan Shoemaker

#56 – Team Wilt, led by Steve Wilt

#60 – Team Des Moines, led by Jean Duffy and Andrew Shimp

#69 – Team Eskamani, led by Shaun Eskamani

#70 – Team DiGiacomo, led by Dan DiGiacomo

#81 – Team Pratico, led by Mike Pratico

#84 – Team Medlin, led by Mark Medlin

Largest RIA for Seventh Year

CAPTRUST was named the largest registered investment advisor (RIA) by Financial Advisor magazine for the seventh consecutive year on the publication’s 2022 RIA Ranking list. The annual survey considers metrics like assets under advisement, percent growth in assets, and assets per client.

Best Places to Work List

The Triangle Business Journal announced its Best Places to Work list for 2022, ranking CAPTRUST fourth among extralarge companies with at least 250 employees. CAPTRUST moved up two places over the past year.

Corporate Philanthropy Award Winner

CAPTRUST was named to the Triangle Business Journal’s 2022 list of 19 Corporate Philanthropy Award winners. Winners were chosen from more than 70 nominations in the Triangle area. The 19 winners include nonprofits, large and small corporations, and individuals that continue to impact the local community. CAPTRUST previously won the award in 2019.

Rising Star Named by DCIIA

CAPTRUST Senior Financial Advisor Kevin Monroe was named a Rising Star for the 2022 Defined Contribution Institutional Investment Association’s (DCIIA) Diversity, Equity and Inclusion Awards. These awards recognize individuals who are advocating for or otherwise contributing to member organizations’ diversity, equity, and inclusiveness.

Advisors Named to 2023 NAPA Aces List

CAPTRUST advisors Erica Blomgren, Patrick Flint, Jeremy Tollas, and Daniel Urban have been named to the National Association of Plan Advisors (NAPA) 2023 Aces: Top 100 Retirement Plan Advisors Under 40 list.

The NAPA Aces list recognizes young advisors at registered investment advisors and broker-dealer partners who are viewed as future leaders of the retirement plan advisory industry. This year’s list was selected from nearly 600 nominations, determined by nominee data and a BrokerCheck review.

NAPA Top Women Advisors

Thirteen CAPTRUST advisors were recognized on the NAPA 2022 Top Women Advisors list. NAPA received a record number of nominations this year across three award categories: All-Stars, Captains, and Rising Stars. The top 50 women were named in the All-Stars and Captains categories, and 27 women were named Rising Stars.

All-Stars: Top advisors who have their own practices. This year, seven CAPTRUST advisors were named to the list:

• Taria Agbelusi

• Beryl Ball

• Deanna Bamford

• Erica Blomgren

• Karen Casillas

• Heather Darcy

• Abigail Russell

Captains: Advisors who are on the All-Stars list but are also team captains of their organizations. Five CAPTRUST advisors made this list:

• Dori Drayton

• Devyn Duex

• Jean Duffy

• Susan Shoemaker

• Emily Wrightson

Rising Stars: Top advisors who have less than five years of experience working on retirement plans as a financial advisor. One CAPTRUST advisor was highlighted this year:

• Katie Eldred