CAPTRUST RECOGNITION

CAPTRUST among Fastest-Growing Triangle Companies

The Triangle Business Journal named CAPTRUST number 10 on its Fast 50 list, which recognizes the 50 fastest-growing private companies in the Raleigh, Durham, and Chapel Hill, North Carolina, area. This is the 10th year CAPTRUST has been included on the list.

CAPTRUST Wins Corporate Philanthropy Award

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

ThinkAdvisor Award Finalist

In November, CAPTRUST was honored in New York City by industry publication ThinkAdvisor as a finalist for two Luminaries awards. The first was for the firm’s diversity, equity, and inclusion efforts. The second was for community impact.

CAPTRUST Advisors Named to 2023 NAPA Aces List

Four CAPTRUST advisors have been named to the National Association of Plan Advisors (NAPA) 2023 Aces: Top 100 Retirement Plan Advisors Under 40 list. This 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.

The CAPTRUST Aces are:

• Erica Blomgren

• Patrick Flint

• Jeremy Tollas

• Daniel Urban

CAPTRUST Advisors Named to NAPA Women Advisors List

Thirteen CAPTRUST advisors were recognized on the National Association of Plan Advisors (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, with 27 women named in Rising Stars.

All-Stars are defined as 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 are advisors who are on the All-Stars list but are also team captains at their organizations. Five CAPTRUST advisors made this list:

• Dori Drayton

• Devyn Duex

• Jean Duffy

• Susan Shoemaker

• Emily Wrightson

Rising Stars are 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