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Consulting Research Group
    Eric J. Freedman
    Scott Matheson
    Phyllis Klein
    Mike Curran

Business Operations Group

Advisor Support Group
  CONSULTING RESEARCH GROUP

The Consulting Research Group at CAPTRUST oversees the firm's primary investment research efforts. Specific areas of oversight include asset allocation, investment manager/vehicle evaluation, program/plan design, fiduciary best practices, and employee education.

Eric J. Freedman
Chief Investment Officer,
Head of Consulting Research Group
Scott Matheson
Senior Director,
Consulting Research Group
Phyllis Klein
Senior Director,
Consulting Research Group
Mike Curran
Vice President,
Nonqualified Deferred Compensation