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Jim Underwood

Senior Director - Portfolio Strategist at CAPTRUST

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CAPTRUST

CAPTRUST

  • description Description
    CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultat...

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  • Employees count Employees 1001-5000
  • Revenue Revenue 100 Million to 250 Million
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CAPTRUST Org Chart and Mapping

Employees

Brenda Biggers

Senior Client Management Consultant

Melissa Stamatiades

Director | Wealth Investments

Adam Eisenhauer

Vice President | Financial Advisor

Anne Flink

Team Lead | Wealth Planning

Josh Kirk

Performance Reporting Associate

Brodie Barnes

Principal, Financial Advisor at Captrust

Lorrie Benson

Senor Client Management Consultant

Frequently Asked Questions Regarding Jim Underwood

Answer: Jim Underwood works for CAPTRUST as Senior Director - Portfolio Strategist

Answer: Jim Underwood’s role in CAPTRUST is Senior Director - Portfolio Strategist

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Answer: CAPTRUST's Senior Director - Portfolio Strategist is Jim Underwood

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  • Phone number  :  (***)-***-****
  • Email  :  j****@captrustadvisors.com

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