CAPTRUST Announces New Advisory Board Member
RALEIGH, NC, November 16, 2007 -- CAPTRUST Financial Advisors, an independent investment advisory and research firm, today announced that Quana Jew, Esq. will join the firm’s advisory board.
Quana Jew is a partner in the Washington, D.C. headquarters of the law firm Arent Fox LLP. She is an expert in ERISA law with extensive experience in tax, regulatory and design issues applicable to profit-sharing plans, money purchase pension plans, Section 401(k) programs, Section 403(b) programs, and Section 457 plans. Quana also advises clients on Executive Compensation (Section 409A arrangements) as well as compliance requirements with respect to employee health and welfare benefits programs. Quana is frequently asked to advise clients on their fiduciary responsibilities. Quana was recently named as one of Washington DC’s best tax attorneys.
"With so many regulatory changes, this is an exciting time to be in the retirement plan industry" said Quana Jew. "CAPTRUST is well positioned to be able to cut through the ever evolving layers of legislation and to provide plan sponsors with clear guidance and advice in their role as fiduciaries."
Quana Jew joins Jeff Montgomery, CEO of NFP Securities, Inc. of Austin, Texas; Charles Ruffel, founder and CEO of Asset International (parent company of Plan Sponsor Magazine) of Stamford, Connecticut; Rob Solomon, founder and CEO of Texas-based Bulldog Solutions, Inc; and Jerry Tylman founder and CEO of Charlotte, NC-based Greenway Solutions, Inc. as a member of the CAPTRUST’s Advisory Board.
The Board of Advisors was formed in 2005 to assist CEO J. Fielding Miller and senior management in implementing strategies that will support CAPTRUST in fulfilling its vision. CAPTRUST’s strategic vision is to become the nation’s most valued advisory firm to mid-market companies and their executives. Each member of the Board of Advisors brings valuable industry experience and knowledge to CAPTRUST.
"We are delighted to welcome Quana as she joins our other advisory board members. Her insights will be invaluable as we seek to execute on our vision to become the nation’s most valued advisory firm for mid-market companies and their executives" said CAPTRUST CEO J. Fielding Miller.
About CAPTRUST Financial Advisors
CAPTRUST Financial Advisors is an independent research and advisory firm focused on providing strategic advisory services to retirement plan fiduciaries, executives and high net worth individuals. Founded more than 18 years ago, CAPTRUST is headquartered in Raleigh, NC with district offices in Atlanta, GA, Charlotte, NC, Philadelphia, PA, and Richmond, VA and provides advisory services to clients representing over $20 billion in assets.
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