About Us Mission Guiding Principles News   Home Contact Us
  Quana Jew JD
Jeffrey Montgomery
Charles Ruffel
Rob Solomon
Jerry Tylman
  ADVISORY BOARD

Formed in 2005, the CAPTRUST Advisory Board is comprised of prominent business leaders from varying fields of expertise, including Employee Benefits Law, Technology, Marketing, Business Finance, and the Retirement industry at large – brought together to collaborate on issues affecting Plan Sponsors and Private Investors. Leveraging the Board's collective wisdom enables us to enhance our service offerings with increasing precision. We are proud to work alongside these distinguished professionals.

Quana Jew JD
Partner
Arent Fox LLP, Washington, DC
Jeffrey Montgomery
Chief Executive Officer
Al Frank Asset Management, Inc.,
Laguna Beach, CA
Charles Ruffel
Chief Executive Officer and Founder
Asset International, Stamford, Connecticut
Rob Solomon
Chief Executive Officer and Founder
Bulldog Solutions, Inc., Austin, Texas
Jerry Tylman
Partner and Founder
Greenway Solutions, Inc., Charlotte, NC