Veteran Fidelity Executive joins CAPTRUST Financial Advisors
RALEIGH, NC, January 7, 2008 -- CAPTRUST Financial Advisors, an independent retirement advisory firm, announced today that Dave Liebrock has joined the firm as a Senior Vice President in Boston, Massachusetts.
Dave Liebrock joins CAPTRUST Financial Advisors after 16 plus years with Fidelity Investments Institutional Services Company, where he most recently served as Executive Vice President and was responsible for oversight and management of the advisor 401(k) product.
"We strive to be the platinum brand advisory firm for our middle-market companies and their executives", commented J. Fielding Miller, CAPTRUST's CEO. "Our success hinges on our ability to attract the best and brightest advisors. Throughout his extensive experience, Dave has met with thousands of advisors and advisory practices and for him to identify and select CAPTRUST is very gratifying. He adds to our experienced group of advisors".
"When I decided to transition my career, CAPTRUST was my first call. I have worked with them for several years and was convinced they had the right business model for advisors and service model and offerings for plan sponsors in the middle market. Demand has soared for independent advice for fiduciaries and I look forward to furthering CAPTRUST's presence in the Boston area," said Dave Liebrock.
"I have known Dave for several years and am thrilled that he has decided to join our ranks. This is a huge win for our clients as his experience and expertise in the institutional retirement market is unrivaled. The addition of Dave Liebrock allows
CAPTRUST to expand its footprint within the Boston market and continue 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 19 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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