Captrust Accelerates Growth in Key Retirement Plan Markets
RALEIGH, NC, July 15, 2010 -- Jeffrey P. Medici, a prominent retirement plan advisor and former Vice President with Fidelity Investments, has joined Captrust Financial Advisors, the Raleigh-based firm today announced. Medici, along with John A. Pickett, a well-known retirement plan advisor from Dallas who joined Captrust in June, fortifies the firm's local presence in Dallas as Captrust now looks to open offices in Houston, Chicago, New York, and Northern California. Since early 2009, Captrust has grown its staff by just over fifty percent and has added offices in Ohio, California, Florida, and Texas.
"We continue to execute on our strategic plan to be the premier advisory firm for middle market companies and their executives," said J. Fielding Miller, Captrust co-founder and CEO. "A key part of that plan is to have a local presence in each of the nation's top 20 retirement plan markets, either through the acquisition or hiring of exceptional, like-minded talent."
During Medici's tenure with Fidelity, he served in a variety of leadership roles and earned numerous awards for his outstanding client service and commitment to the needs of Plan Sponsors, including Fidelity's President's Circle Award.
"The decision to leave Fidelity Investments was not easy," Medici said. "But the needs of the market have changed and the time was ideal to align myself with an independent advisory firm, like Captrust, who can more holistically focus on the unique needs of clients in today's dynamic environment."
"We are fortunate to have an amazing talent base at Captrust," added Miller. "As we execute on our vision, we are going to continue to look for talent with specific expertise to enhance what we do. The addition of Jeff is another major win for our entire team."
About Captrust Financial Advisors
Captrust Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high net-worth individuals. Headquartered in Raleigh, N.C., the firm represents $43 billion in client assets with offices in Alabama, California, Florida, Georgia, North Carolina, Maine, Massachusetts, Mississippi, Ohio, Pennsylvania, Texas, Virginia, and Washington, DC. To learn more, visit www.captrustadvisors.com.
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