CAPTRUST GROWTH

Growth in Massachusetts Expansion in Kansas

In September, the Foxborough, Massachusetts, team at Patriot Pension Advisors (PPA) joined CAPTRUST. Founded in 2002, the two-person team, led by Ted Burke, supports sponsors of retirement plans, including 401(k), 403(b), and defined benefit plans.

New Office in Iowa

The all-women team at Generations Wealth Management joined CAPTRUST in November. Led by Julie Fuller and Michelle Mahoney, Generations provides financial planning, investment management, and tax services in West Des Moines, Iowa.

New Colleagues

Jeremy Rinehart

Jeremy Rinehart serves as vice president and financial advisor. Based in West Des Moines, Iowa, he provides comprehensive financial advice to high-net-worth investors, private foundations, and corporate executives. Rinehart has been in the industry since 1998 and holds a Bachelor of Arts in finance from Buena Vista University.

Chris Whitlow

As a senior director of advice and wellness, Chris Whitlow brings more than two decades of experience in the industry and is based in Raleigh. His work centers on the strategic planning and oversight of CAPTRUST’s workplace financial wellness and advice practice, with a focus on technology, educational content, and growth initiatives. Prior to joining the firm, Whitlow founded and served as CEO of Edukate, a digital financial wellness platform.

With the addition of Danda Trouvé Investment Management in Prairie Village, Kansas, CAPTRUST marked the 60th firm to join its ranks since 2006. The firm’s president, Michelle Trouvé, Chartered Financial Analyst®, along with two associates joined CAPTRUST in October.

Boosting Presence in Florida

In November, CAPTRUST also added Kairos Private Wealth in Lake Mary, Florida. Led by Taylor Bauerle, the firm provides wealth management services to high-net-worth individuals, with expertise in tax strategy, risk management, and estate planning.

New Employee Resource Group

CAPTRUST’s newest employee resource group (ERG), Honor, is for veterans, employees serving in the National Guard or Guard Reserve, military family members, and their allies. The group is chaired by CAPTRUST Principal and Financial Advisor Daryl Deke, a graduate of the Virginia Military Institute (VMI) and a current trustee of the school’s foundation. CAPTRUST Senior Director of Marketing Greg Middleton serves as the group’s executive sponsor.

VESTED VOICES:

Hear more from VESTED ’s Fall 2022 Second Act, Major General Angie Salinas, including her personal stories and early money memories. Scan the QR code to see the latest installment of our VESTED Voices video series.