CapTrust Company
Industry: Company
DescriptionFounded: 1989 Subsidiaries: Morton Wealth Management LLC, FeedbackDisclaimer Claim this knowledge panel Knowledge Result Moved, closed, or was never hereReportCAPTRUSTWebsiteDirections Saved (0) Saved Save Financial consultant in Atlanta, Georgia Address: 3348 Peachtree Rd NE Suite 1420, Atlanta, GA 30326 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday(Martin Luther King Jr. Day)8:30AM–5:30PMHours might differTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMFriday8:30AM–4PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (404) 201-6472: Website: Category: : : : Place name: : : Website: http://www.captrustadvisors.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CAPTRUST Posting publicly on the Web Write a review Reviews Be the first to review
CapTrust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CapTrust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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CapTrust Employees
CAPTRUST September 2009 - Present
ESC July 2004 - August 2007
King & Spalding 2002 - 2004
Sony Pictures Entertainment 2000 - 2002
Education
Wake Forest University 2007 — 2009
MBA, Finance
University of North Carolina at Chapel Hill 1996 — 2000
B.A., Political Science, Journalism and Mass Communication
Wells Fargo Advisors July 2013 - Present
CapTrust August 2007 - August 2013
Banc of America Investments April 2001 - July 2007
First Union Securities October 1999 - April 2001
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2005
MBA, Business
Wofford College 1995 — 1999
BA, Business/Economics
CAPTRUST June 2008 - Present
CAPTRUST February 2007 - May 2008
Skills
Asset Allocation, Wealth Management, Series 7, Series 66
Education
University of North Carolina at Chapel Hill 2004 — 2008
BS, Business, Geography
CAPTRUST 2014 - Present
Skills
Nonprofits, Foster Care, Customer Service, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, English, Research, Windows, Budgets
Education
University of North Carolina at Greensboro 2008 — 2010
Master's degree
University of North Carolina at Wilmington 2004 — 2008
Bachelor's degree
CAPTRUST July 2010 - Present
Aon Investment Consulting May 1999 - July 2010
Skills
Asset Allocation, Mutual Funds, Defined Benefit, Alternative Investments, Investments, Investment Strategies, Retirement, Asset Managment, Investment Advisory, Portfolio Management, Liability Driven..., Defined Contribution, Operating Reserve Pools, Pension Risk Transfer, Endowments & Foundations
Education
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Arts (BA), Economics & Industrial Relations
CAPTRUST April 2011 - Present
Empire Properties May 2008 - February 2011
Johnson Realty & Investments July 2006 - May 2008
Craig Davis Properties, Inc. October 1998 - April 2006
Skills
Real Estate, Leases, Asset Managment, Brokerage, Property Management, Disposition, Investment Properties, Commercial Real Estate, Asset Management, Real Estate Development, Real Estate Economics, Investments, Real Estate Transactions, Location Intelligence, Landlords, Tenant
Education
University of North Carolina at Chapel Hill 1994 — 1998
BA, Psychology
Broughton High School
The Blackstone Group June 2013 - Present
The Blackstone Group June 2012 - August 2012
CapTrust May 2011 - August 2011
Skills
Bilingual-Spanish, Microsoft Office
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance Emphasis, Sustainability Studies Minor
University of North Carolina at Chapel Hill
CAPTRUST 2002 - Present
Ernst & Young Corporate Finance LLC 1981 - 2002
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1979 — 1981
CAPTRUST June 2012 - Present
NCM Capital February 2008 - October 2011
Lehman Brothers March 2004 - February 2008
First Union National Bank June 1997 - June 2001
Skills
Equity Research, Investments, Banking, Financial Modeling, Portfolio Management, Equities, Valuation, Alternative Investments, Asset Allocation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, Investment Management
Washington and Lee University 1993 — 1997
BA, Economics
Charlotte Latin 1980 — 1993
CAPTRUST September 2013 - Present
Mercer March 2007 - September 2013
RSM McGladrey February 2006 - February 2007
Wachovia, A Wells Fargo Company July 2001 - February 2006
Fifth Third Bank January 2000 - July 2001
Wachovia, A Wells Fargo Company August 1995 - January 2000
Skills
CMFC, CRPS
Education
University of North Carolina at Charlotte 1990 — 1994
Bachelor of Arts, Economics
other
CAPTRUST June 2013 - Present
CapTrust March 2010 - April 2012
Orbit Energy September 2009 - March 2010
Education
University of North Carolina at Wilmington 2005 — 2009
Bachelor of Science, Finance