CapTrust Advisors is a privately held, independent investment consulting practice headquartered in Tampa, Florida with consulting offices in Bonita Springs, Miami and Richmond, Virginia. CapTrust provides a wide variety of investment consulting services to over $10 billion in client assets. We create comprehensive investment solutions for Institutional Retirement Plans, Institutional Investors and Family Office Services.
Tennis, Golf, Fishing & Reading
Aug 2007 - Present
CapTrust Advisors, LLC.
*Member of Investment Research Committee *Author due diligence reports, Manager Warning/Watch reports and other research reports. *Manage day-to-day relations for institutional clients. *Conduct due diligence meetings. *Develop Investment Policy Statements. *Conduct meetings and conference calls with clients. *Oversee ongoing due diligence process for all small, small/mid and mid cap investment strategies.
Apr 2004 - Aug 2007
Institutional Research Analyst
*Utilized style and regression analysis to develop portfolio allocations for institutional accounts over $50M. Portfolios were optimized using the application of Modern Portfolio Theory. *Authored Capital Markets Review on a quarterly basis. *Evaluated custodial and investment manager data and generated performance monitors for 34 institutional clients with aggregate assets of $4.2 billion.
Mar 2003 - Apr 2004
Internal Marketing Associate
*Trained financial advisors, financial specialists and branch managers on fee-based products and services. *Achieved business solutions by influencing internal and external sources.