CapTrust Advisors, LLC
Industry: Company
DescriptionFounded: 1989 Subsidiaries: Morton Wealth Management LLC,
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CapTrust Advisors, LLC Employees
Pilot Bank July 2015 - Present
Ameriprise Financial October 2014 - July 2015
CapTrust Advisors, LLC January 2014 - August 2014
Dillards May 2013 - December 2013
Hollister Co. June 2012 - July 2013
Skills
Sales, Leadership, Social Networking, Customer Service, Group Work, Time Management, Teamwork, Grouping, Retail, Finance, Microsoft Word, Retail Sales, Data Entry, PowerPoint, Telephone Skills, Critical Thinking, Problem Solving, Organization, Communication, Positivity, Market Analysis, Investment Strategies, Market Research
Education
University of South Florida 2012 — 2015
Bachelor of Science (B.S.), Finance and Marketing
University of Central Florida 2011 — 2012
Bachelor of Science (B.S.), Finance and Marketing
Morgan Stanley November 2013 - Present
CapTrust Advisors, LLC January 2013 - November 2013
USF Student Managed Investment Fund August 2012 - May 2013
AXA Advisors November 2011 - January 2013
eBay June 2008 - January 2011
Web Solutions of America December 2009 - December 2010
Skills
XHTML, JavaScript, Photoshop, Financial Analysis, Online Advertising, SEO, Equity Valuation, Graphic Design, Microsoft Excel, Marketing, Sales, Social Media, Public Speaking, Customer Service, Microsoft Word, Microsoft Office, Access, Finance, Management, Leadership, Time Management, PowerPoint
Education
University of South Florida 2011 — 2013
Finance, 3.67
Seminole State College of Florida 2009 — 2011
Associate of Arts, Business Administration, 3.65
Homeroom Chess June 2012 - Present
CapTrust Advisors, LLC January 2010 - June 2012
Bicycle January 2003 - July 2009
Skills
Financial Advisory, Lean Startup, Chess Expert, Franklin Covey, Technical Analysis, Broker-Dealer, Day Trading, Business Model...
Education
Indiana University Bloomington 2002 — 2003
BS, Multi-/Interdisciplinary Studies, General
Butler University - College of Business Administration 1999 — 2002
Western High School
CapTrust Advisors, LLC August 2012 - Present
Graystone Consulting August 2006 - August 2012
Smith Barney 2006 - 2008
Skills
Asset Allocation, Investments, Alternative Investments, Mutual Funds, Wealth Management, Investment Advisory, Series 7, Portfolio Management, Equities, Hedge Funds, Due Diligence, Institutional..., Investment Strategies, Financial Analysis, Tactical Asset..., Retirement Planning, Financial Planning, Securities, Asset Managment, Investment Management, Financial Modeling, Financial Services, Finance, Private Equity, Real Estate Private..., Commodity Markets, Series 65, Series 63, CAIA, LDI
Education
University of South Florida - College of Business Administration 2002 — 2007
Bachelor of Science (B.S.), Finance, General
University of South Florida 2002 — 2006
Bachelor's Degree, Bachelors of Arts - Marketing
CapTrust Advisors, LLC April 2008 - Present
Skills
Investment Manager..., Financial Analysis, Financial Modeling, Portfolio Management, Finance, Mutual Funds, Equities, Valuation, Wealth Management, Asset Allocation, Corporate Finance, Asset Management, Risk Management, Banking, Alternative Investments, Investment Strategies
Education
University of South Florida 2003 — 2007
Bachelor of Science (B.S.), Finance, General
BankUnited November 2013 - Present
CapTrust Advisors, LLC March 2013 - June 2013
Bacardi October 2010 - June 2012
Ocean Bank January 1999 - July 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Lotus Notes, Outlook, SAP SRM, Concur, PeopleSoft, Jack Henry, Microsoft Publisher, Letters of Credit, Internet, Pivot Tables, ADP Payroll, Data Entry, AML, Office Management, Spreadsheets, Training, Software Documentation, Management, Payroll, Benefits Administration, Microsoft Word, Expense Reports, Event Management, Cash Management, Hiring, Human Resources, System Administration, Administrative Work, Calendars, QuickBooks, Account Reconciliation, Teamwork, Executive Support, Travel Arrangements, Employee Benefits, Time Management, Office Equipment, Employee Relations, Access, SAP, Policy, New Hire Orientations
Education
Miami Dade College 1978 — 1980
Associate of Science (AS), 62 Completed Credits
Hialeah High School 1976 — 1978
High School Diploma, General Studies
Lebenthal Wealth Advisors May 2015 - Present
AXA Advisors September 2014 - December 2014
CapTrust Advisors, LLC June 2014 - August 2014
Skills
Teamwork, Team Leadership, Bloomberg Terminal, Morningstar, Economics, CAPM, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, English, Social Networking, Statistics, Leadership
Education
Fordham University 2013 — 2017
Bachelor of Science, Applied Accounting & Finance
Jesuit High School of Tampa 2009 — 2013
BeecherHill January 2014 - Present
BeecherHill October 2013 - December 2013
Sidley Austin LLP June 2012 - January 2013
CapTrust Advisors LLC. May 2011 - August 2011
Education
Miami University 2008 — 2012
Bachelor of Science, Business Administration – Finance
John Hancock Investments August 2015 - Present
CapTrust Advisors, LLC February 2015 - August 2015
Transamerica Asset Management Group June 2007 - December 2014
Bank of America 2005 - 2007
Columbia Management 2003 - 2005
Skills
Mutual Funds, Alternative Investments, Asset Allocation, Asset Managment, Investment Strategies, Series 7, Fixed Income, Portfolio Management, Equities, Investments, Series 63, Bloomberg, Investment Management, Fund Of Funds, Chartered Financial..., Due Diligence, Quantitative Analytics, Emerging Markets, 401k, Variable Annuities, Microsoft Excel, Bloomberg Terminal, Asset Management, Derivatives, ETFs, Finance, Equity Valuation, Financial Advisory, Valuation, Financial Risk, Securities, Investment Advisory, Hedge Funds, Equity Research, Retirement Planning, Wealth Management, Separately Managed..., FINRA, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MS, Finance
University of South Florida 1999 — 2001
B.S., Finance, Economics
Northwestern Mutual May 2015 - Present
CapTrust Advisors, LLC 2013 - 2015
CapTrust Advisors, LLC 2004 - 2013
CapTrust Advisors, LLC 1999 - 2004
T Rowe Price 1997 - 1999
Skills
Equities, Analytics, Portfolio Management, Bloomberg, Mutual Funds, Investment Management, Asset Allocation, Fixed Income, Financial Analysis, Financial Modeling, Valuation, Leadership, Budgeting, Business Development, CFA, Change Management, Client Retention &..., Client Servicing, Coaching Staff, Communication, Due Diligence, FactSet, Financial Markets, Independent & Team Work, Informa Performer, Innovation, Institutional Equity, Internal Sales to..., Investment Portfolio..., Investment Research, Investment Taxation &..., Investor Relations, Market Research Plans, Marketplace..., Morningstar Direct, Microsoft Office, Negotiation, Presentations, Private Equity, Process Improvement, PSN, Quality Assurance, Sun Guard Allocation..., Technical Indicators, Wealth Management, Wholesaler Relationships, Wilshire Cooperative, Work Flow Management, Zephyr Allocation..., Zephyr Style Advisor
Education
University of South Florida
Bachelor of Science, Finance
Walmart December 2012 - Present
Ivie & Associates July 2012 - December 2012
ASPire Financial Services, LLC March 2010 - June 2012
American Freedom Advisors January 2009 - March 2010
CapTrust Advisors, LLC July 2007 - June 2008
Skills
Problem Solving, Client Relationship..., Diversity, Analytical Abilities, Autonomy, Teamwork, Computer Literate, Priority Management, Analytical Skills, CRM, Analytics, Relationship Management, Management, Customer Service, Leadership, Investments, Marketing, Strategic Planning, Competitive Analysis, Process Improvement, Banking, Financial Services, Strategy, Risk Management, Business Strategy, Business Analysis, Analysis, Customer Insight, Sales, Portfolio Management, Finance, Financial Analysis, Vendor Management, Project Management
Education
University of South Florida
BA, Economics
Roland George Investments Program July 2015 - Present
NCAA Student Athlete August 2012 - Present
CapTrust Advisors, LLC May 2015 - July 2015
Fashion Blogger for Decoratively Dani April 2014 - June 2015
Richard S. Bernstein & Company May 2014 - August 2014
Walt Before Mickey February 2014 - February 2014
Buffalo Wild Wings May 2013 - August 2013
Cold Stone Creamery June 2010 - July 2013
Skills
Cashiering, Athletics, Microsoft Excel, Sports, Food Service, Cash Register, Food Preparation, Soccer, Entertainment, Retail, Entrepreneurship, Customer Service, Event Planning
Education
Stetson University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Senior
CapTrust Advisors, LLC April 2015 - Present
CapTrust Advisors, LLC December 2013 - April 2015
CapTrust Advisors, LLC May 2013 - December 2013
Stetson University Office of Alumni Engagement September 2012 - May 2013
Skills
Social Networking, PowerPoint, Microsoft Office, Event Planning, Research, Microsoft Excel, Microsoft Word, Spanish, Time Management, Customer Service, Public Speaking, Outlook, Access, Intercultural..., French Language, Adaptability, Spanish Language, Excel, English, French, Teamwork, Critical Thinking, Leadership, Data Analysis, Photoshop, Data Entry, Relator, Writing, HTML, Conflict Resolution, Administration, System Administration, Community Outreach, Editing, Higher Education, Performance Reporting
Education
Stetson University 2009 — 2013
Bachelor, International Business, Communication Studies, French Language
University of Avignon 2012 — 2012
Diploma, International Business, Communication, French
HVS March 2015 - Present
Grand Hyatt Atlanta in Buckhead April 2014 - March 2015
Grand Hyatt Atlanta in Buckhead January 2014 - April 2014
Les Roches International School of Hotel Management January 2013 - December 2013
CapTrust Advisors, LLC March 2011 - January 2013
Skills
Hospitality Management, Hotel Management, Leadership, Hotels, Foreign Languages, Team Management, Marketing Communications, Strategic Communications, Corporate Communications, Internal Communications, Communication Skills, Team Leadership, Teamwork, People Skills, People-oriented, Tenacious Work Ethic, Determination to Succeed, Hospitality, Event Management, Advertising, CRM, Training
Education
Les Roches International School of Hotel Management 2013 — 2013
Master of Business Administration (MBA), Distinction, International Marketing
University of Florida 2005 — 2010
Bachelor of Arts (BA), French Language and Literature
Université Paris-Sorbonne 2009 — 2009
Bachelor of Arts (BA), French Language and Literature
H.B. Plant High School 2001 — 2005
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
CapTrust Advisors, LLC March 2015 - Present
Pershing, a BNY Mellon company October 2012 - February 2015
Platinum Fundraising August 2012 - October 2012
Stetson University August 2010 - June 2012
Stetson University August 2008 - June 2009
Western Warehouse August 2007 - August 2008
Skills
Microsoft Office, Social Networking, Social Media Marketing, Fundraising, Social Media, Marketing, Advertising, Public Relations, Research, Facebook, Public Speaking, PowerPoint, Microsoft Excel, Customer Service, Event Planning
Education
Stetson University 2008 — 2011
Marketing, Marketing
Stetson University 2008 — 2011
Bachelor, Business Administration; Marketing
University of Innsbruck 2010 — 2010
Stetson University
CapTrust Advisors, LLC May 2015 - Present
KCM Asset Management, Inc. May 2014 - Present
Roland George Investments Program August 2014 - May 2015
Stetson University May 2014 - May 2015
Stetson University May 2014 - May 2015
Stetson University August 2013 - May 2015
Alpha Kappa Psi February 2014 - May 2014
Just Learning Corp May 2007 - May 2013
NBCUniversal, Inc. May 2012 - August 2012
Coach May 2011 - August 2011
Skills
Portfolio Management, Quantitative Research, SAS Visual Analytics, Bloomberg Software, Reuters 3000, Microsoft Office, Public Speaking, Microsoft Excel, Customer Service, SAS, Microsoft SQL Server, Leadership, Event Planning, SAP Lumira, Budgets, Outlook, PowerPoint, Research, English, HTML, Social Media, Scheduling, Analysis, Social Networking
Education
Stetson University 2011 — 2015
Bachelor’s Degree, Finance
CapTrust Advisors, LLC 1998 - Present
Sanford C. Bernstein 1994 - 1998
Bank of America 1987 - 1994
Education
University of North Carolina at Chapel Hill 1970 — 1972
Master of Business Administration (MBA), Finance, General
Stetson University 1966 — 1970
BBA, Finance
The Bogdahn Group January 2015 - Present
CapTrust Advisors, LLC June 2013 - December 2014
Morgan Stanley December 2010 - June 2013
Morgan Stanley October 2006 - June 2009
Education
Haslam College of Business at the University of Tennessee 2002 — 2006
Bachelor of Science, Finance
Associate Advisor, Investment Specialist at Capstone Financial Partners June 2014 - Present
BB&T Capital Markets June 2011 - June 2014
Sterne Agee March 2010 - May 2011
Employment Transition August 2009 - March 2010
CapTrust Advisors, LLC August 2007 - August 2009
Wachovia Securities, LLC April 2004 - August 2007
Wachovia Securities, LLC March 2003 - April 2004
Wachovia Securities, LLC May 2002 - March 2003
A Golden Opportunity at St. Mary's May 2001 - May 2002
Skills
Investments, Series 7, Portfolio Management, Financial Analysis, Valuation, Financial Modeling, Due Diligence, Asset Allocation, Performance Reporting, Series 63, Investment Strategies, Risk Management, Capital Markets Analysis, Equity Research, Equities, Corporate Finance, Hedge Funds, Private Equity, Finance, Fixed Income, Analysis, Mergers & Acquisitions, Business Valuation, Capital Markets, Securities, Asset Management, Bloomberg, Financial Services, Relationship Management, Mutual Funds, Wealth Management, Financial Planning
Education
Veritas
Veritas
Veritas
Hampden-Sydney College 1997 — 2001
Bachelor of Science, Economics with a concentration in Mathematics
Virginia Commonwealth University - School of Business 2006 — 2006
N/A
St. Christopher's School 1990 — 1997
Diploma
CapTrust Advisors, LLC February 2013 - Present
BPV Family of Funds 2011 - Present
PricewaterhouseCoopers 1985 - 2011
A S Hansen 1980 - 1985
Coopers & Lybrand August 1977 - July 1980
Skills
Acquisition Integration, Executive Pay, Due Diligence, Management Consulting, Defined Benefit, Mergers, ASA, Mergers & Acquisitions, Strategy, Risk Management, Organizational Design, Deferred Compensation, Private Equity, Incentive Programs, Enterprise Risk..., Succession Planning, SEC filings, Talent Management, Employee Benefits, Pensions, Restructuring, Investments
Education
Georgia State University - J. Mack Robinson College of Business 1975 — 1977
Masters, Actuarial Science
University of South Florida 1971 — 1975
BS, Math
Schenck SC June 2015 - Present
Franklin Templeton Investments January 2014 - Present
CapTrust Advisors, LLC January 2013 - December 2013
Baker Tilly Virchow Krause, LLP June 2000 - January 2010
Bank One January 1999 - June 2000
Skills
Investments, Retirement Planning, Asset Management, Investment Management, Investment Advisory, Portfolio Management, Wealth Management, 401k, Series 7, Strategic Financial..., Investment Strategies, Financial Analysis, Insurance, Retirement, Financial Advisory, Financial Planning
Education
University of Phoenix 2007 — 2009
MBA
Miami University 1991 — 1995
BA, International Studies
CapTrust Advisors, LLC September 2003 - Present
Education
Liberty University
Master of Arts in Theological Studies
University of South Florida
Bachelor of Science in Finance
CapTrust Advisors, LLC April 2015 - Present
Resorts World Genting 2011 - 2013
City of Miami 2008 - 2009
Schwartz Media Strategies 2008 - 2008
Skills
Business Analysis, Marketing Strategy, Casino Gaming, Gambling, Demographic Analysis, Writing, Real Estate Development, Commercial Real Estate, Investment Strategies
Education
Florida International University 2005 — 2007
Bachelor of Arts (BA), History