Job summary
Company overview
CAPTRUST is a leading independent investment research and advisory firm that provides a wide range of services, including wealth management, retirement plan advisory, and institutional consulting. They generate revenue through advisory fees, asset management, and financial planning services. Founded in 1997, CAPTRUST has grown significantly through strategic acquisitions and organic growth, establishing a strong presence across the United States. The company is known for its client-centric approach and commitment to fiduciary responsibility, ensuring that client interests are always prioritized.
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