Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.
Deals & People June 7, 2010
CapTrust Promotes Graham to Partner
CapTrust Advisors, LLC, announced that James (Jeb) E. Graham is now a firm partner.
Reported by Ellie Behling
“Jeb is one of the most well recognized consultants in the retirement plan industry, and he brings a significant value to his clients,” said CapTrust Managing Principal Roger Robson.
Graham’s primary focus is providing investment consulting and fiduciary services to retirement plan committees of private-sector, non-profit, and higher education organizations. He joined CapTrust in 2005, after serving for many years as national director, Retirement Plan Consulting Group, at Raymond James.
CapTrust Advisors is an independent investment consulting firm headquartered in Tampa, Florida.