Tag: Captrust

Wealth Planning

$32.6B EP Wealth Hires Integrations Head From Captrust

01/07/2025
mhsj

EP Wealth Advisors, the Torrance, Calif.-based registered investment advisor with over $32.6 billion in client assets, has…

Wealth Planning

Captrust Names Former Echelon Managing Director M&A Head

04/06/2025
mhsj

Captrust Financial Advisors, the $1 trillion registered investment advisor based in Raleigh, N.C., has hired a…