CapTrust Company

Industry: Company

Description

Founded: 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

Employee
Years
Job
Industry
David Hood David Hood Raleigh-Durham, North Carolina Area Details
David Hood's CapTrust Experience September 2009 - Present
Job Director, Investment Research at CAPTRUST
Industry Investment Management
Experience
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

Patrick Sallee Patrick Sallee United States Details
Patrick Sallee's CapTrust Experience August 2007 - August 2013
Job Compliance Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Lauren Bartholomew, CFP® Lauren Bartholomew, CFP® Raleigh, North Carolina Details
Lauren Bartholomew, CFP®'s CapTrust Experience June 2008 - Present
Job Client Service at CAPTRUST
Industry Investment Management
Experience
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

Tara McGuirk Tara McGuirk Raleigh-Durham, North Carolina Area Details
Tara McGuirk's CapTrust Experience 2014 - Present
Job Client services associate
Industry Financial Services
Experience
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

Grant Verhaeghe Grant Verhaeghe Raleigh-Durham, North Carolina Area Details
Grant Verhaeghe's CapTrust Experience July 2010 - Present
Job Senior Director|Investment Research at CAPTRUST
Industry Investment Management
Experience
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

Rye Honeycutt Rye Honeycutt Raleigh-Durham, North Carolina Area Details
Rye Honeycutt's CapTrust Experience April 2011 - Present
Job Facilities Project Planner, CAPTRUST
Industry Financial Services
Experience
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

Vanessa Christine Gil Vanessa Christine Gil Greater New York City Area Details
Vanessa Christine Gil's CapTrust Experience May 2011 - August 2011
Job Analyst at The Blackstone Group
Industry Financial Services
Experience
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

Rick Bernhardt Rick Bernhardt Greater Atlanta Area Details
Rick Bernhardt's CapTrust Experience 2002 - Present
Job Managing Principal at CAPTRUST
Industry Financial Services
Experience
CAPTRUST   2002 - Present
Ernst & Young Corporate Finance LLC  1981 - 2002

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1979 — 1981

Hunter Brackett, CFA Hunter Brackett, CFA Raleigh-Durham, North Carolina Area Details
Hunter Brackett, CFA's CapTrust Experience June 2012 - Present
Job Senior Manager, Investment Research at CAPTRUST
Industry Financial Services
Experience
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

Bob Eagle Bob Eagle Raleigh-Durham, North Carolina Area Details
Bob Eagle's CapTrust Experience September 2013 - Present
Job Financial Advisor Relationship Manager at CAPTRUST
Industry Investment Management
Experience
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

Gary Burleson Gary Burleson Raleigh-Durham, North Carolina Area Details
Gary Burleson's CapTrust Experience June 2013 - Present
Job Senior Client Management Associate
Industry Financial Services
Experience
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

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