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Deals & People June 7, 2010
Pickett Helps CAPTRUST Expand into Dallas
John A. Pickett has joined Raleigh, North Carolina-based CAPTRUST Financial Advisors, leaving RBC Wealth Management’s Institutional Consulting Group.
Reported by Alison Cooke Mintzer
The company said Pickett, Senior Vice President, will be part of a new CAPTRUST Dallas office.
While at RBC, Pickett built an advisory practice with $8.5 billion in assets under management, with many of his client relationships spanning 25 years or more.
Joining Pickett in the new Dallas office are two of his associates, Jack Pratt, financial adviser, and Roberta Kayatta, client coordinator associate.
In addition to the team in Dallas, in 2010, CAPTRUST said it has also hired Dan DiGiacomo in Orlando, Florida; Christopher Kulick in Philadelphia, Pennsylvania; and Greg Diagonale in Raleigh, North Carolina.
In 2009, the firm added ten advisers and opened offices in Ohio and California (see “Davis to Anchor CAPTRUST West Coast Expansion,” “Wilt & Team Set a New Course,” “CAPTRUST Adds Another Adviser,” “Jones Blair Group Reconnects with CAPTRUST”).
CAPTRUST Financial Advisors is an independent investment research and advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high net-worth individuals. The company represents $33 billion in client assets with offices in Alabama, California, Florida, Georgia, North Carolina, Maine, Massachusetts, Mississippi, Ohio, Pennsylvania, Texas, Virginia, and Washington, D.C. For more information, visit www.captrustadvisors.com.