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Deals & People May 15, 2007
CAPTRUST Financial Advisors Expands to New York
Scott Wertheim has joined CAPTRUST Financial Advisors as a Vice President, Financial Advisor in New York.
Reported by Alison Cooke
Scott brings over 10 years of experience providing co-fiduciary services to plan sponsors to CAPTRUST, the firm noted.
“We at CAPTRUST are excited about Scott joining our firm’ said CAPTRUST CEO, J. Fielding Miller, in a statement. “He is an important addition to our team as we expand our reach into the New York market.’
CAPTRUST Financial Advisors is an independent research and advisory firm focused on providing strategic advisory services to retirement plans, both 401(k) and defined benefit plans, and high net worth individuals.
CAPTRUST is headquartered in Raleigh, NC and has offices in Atlanta, GA, Charlotte, NC, Philadelphia, PA, and Richmond, VA, and provides advisory services to over 300 clients representing $15 billion in assets.
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