CapTrust Advisors, LLC

Industry: Company

Description

Founded: 1989 Subsidiaries: Morton Wealth Management LLC,

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CapTrust Advisors, LLC Employees

Employee
Years
Job
Industry
Laura Compton Laura Compton Wesley Chapel, Florida Details
Laura Compton's CapTrust Advisors, LLC Experience January 2014 - August 2014
Job Universal Banker at Pilot Bank
Industry Financial Services
Experience
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

Arian Howard Arian Howard New York, New York Details
Arian Howard's CapTrust Advisors, LLC Experience January 2013 - November 2013
Job Derivatives Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
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

Dan Hronchek Dan Hronchek Holland, Michigan Details
Dan Hronchek's CapTrust Advisors, LLC Experience January 2010 - June 2012
Job Author
Industry Writing and Editing
Experience
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

Jonathan Gordon, CAIA Jonathan Gordon, CAIA Tampa/St. Petersburg, Florida Area Details
Jonathan Gordon, CAIA's CapTrust Advisors, LLC Experience August 2012 - Present
Job Senior Investment Research Analyst at CapTrust Advisors, LLC
Industry Financial Services
Experience
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

Seth Vermillion Seth Vermillion Wesley Chapel, Florida Details
Seth Vermillion's CapTrust Advisors, LLC Experience April 2008 - Present
Job Investment Analyst at CapTrust Advisors, LLC
Industry Financial Services
Experience
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

Odalis Camacho Odalis Camacho Miami/Fort Lauderdale Area Details
Odalis Camacho's CapTrust Advisors, LLC Experience March 2013 - June 2013
Job Administrative Assistant at BankUnited
Industry Executive Office
Experience
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

Richard Will McClintock III Richard Will McClintock III Greater New York City Area Details
Richard Will McClintock III's CapTrust Advisors, LLC Experience June 2014 - August 2014
Job Intern at Lebenthal Wealth Advisors
Industry Financial Services
Experience
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

Nathan Schott Nathan Schott Columbus, Ohio Details
Nathan Schott's CapTrust Advisors, LLC Experience May 2011 - August 2011
Job Associate Director at BeecherHill
Industry Staffing and Recruiting
Experience
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

William Nobles, CFA William Nobles, CFA Boston, Massachusetts Details
William Nobles, CFA's CapTrust Advisors, LLC Experience February 2015 - August 2015
Job Investment Director at John Hancock Investments
Industry Investment Management
Experience
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

Matthew Harbert, CFA Matthew Harbert, CFA Tampa/St. Petersburg, Florida Area Details
Matthew Harbert, CFA's CapTrust Advisors, LLC Experience 2013 - 2015
Job Director of Centralized Financial Security at Northwestern Mutual
Industry Investment Management
Experience
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

Damany Fisher Damany Fisher Fayetteville, Arkansas Area Details
Damany Fisher's CapTrust Advisors, LLC Experience July 2007 - June 2008
Job Multipassionate. Adaptive. Collaborative.
Industry Retail
Experience
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

Danielle Hurme Danielle Hurme West Palm Beach, Florida Details
Danielle Hurme's CapTrust Advisors, LLC Experience May 2015 - July 2015
Job Senior D1 StudentAthlete looking for a position in the Sports or Financial Industry
Industry Sports
Experience
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

Layla Rivera Layla Rivera Tampa, Florida Details
Layla Rivera's CapTrust Advisors, LLC Experience April 2015 - Present
Job Performance Analyst at CapTrust Advisors, LLC
Industry Financial Services
Experience
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

Mallory Bryant Hall, MBA Mallory Bryant Hall, MBA Atlanta, Georgia Details
Mallory Bryant Hall, MBA's CapTrust Advisors, LLC Experience March 2011 - January 2013
Job HVS | Consulting and Valuation Associate
Industry Hospitality
Experience
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

Morgan Sullivan Morgan Sullivan Tampa, Florida Details
Morgan Sullivan's CapTrust Advisors, LLC Experience March 2015 - Present
Job Associate Marketing Coordinator at CapTrust Advisors, LLC
Industry Marketing and Advertising
Experience
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

Kiara Urena Kiara Urena Tampa, Florida Details
Kiara Urena's CapTrust Advisors, LLC Experience May 2015 - Present
Job Associate Research Analyst at CapTrust Advisors, LLC
Industry Investment Banking
Experience
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

Samuel Bo Perry Samuel Bo Perry Tampa, Florida Details
Samuel Bo Perry's CapTrust Advisors, LLC Experience 1998 - Present
Job Partner at CapTrust Advisors, LLC
Industry Financial Services
Experience
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

Justin T. Bennett Justin T. Bennett Orlando, Florida Details
Justin T. Bennett's CapTrust Advisors, LLC Experience June 2013 - December 2014
Job Research Analyst at The Bogdahn Group
Industry Financial Services
Experience
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

Ashby Price Ashby Price Richmond, Virginia Area Details
Ashby Price's CapTrust Advisors, LLC Experience August 2007 - August 2009
Job Investment Advisor with 15+ years of experience
Industry Financial Services
Experience
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

Ann O'Connell Ann O'Connell Atlanta, Georgia Details
Ann O'Connell's CapTrust Advisors, LLC Experience February 2013 - Present
Job CapTrust Advisors, LLC
Industry Financial Services
Experience
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

Sandy Risgaard Sandy Risgaard Appleton, Wisconsin Details
Sandy Risgaard's CapTrust Advisors, LLC Experience January 2013 - December 2013
Job Investment Consultant
Industry Financial Services
Experience
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

Shale Latter Shale Latter Tampa, Florida Details
Shale Latter's CapTrust Advisors, LLC Experience September 2003 - Present
Job Retirement Plan Consultant at CapTrust Advisors, LLC
Industry Financial Services
Experience
CapTrust Advisors, LLC   September 2003 - Present

Education
Liberty University
Master of Arts in Theological Studies

University of South Florida
Bachelor of Science in Finance

Julian Kasdin Julian Kasdin Miami, Florida Details
Julian Kasdin's CapTrust Advisors, LLC Experience April 2015 - Present
Job Consultant
Industry Financial Services
Experience
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

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