Chairman and CEO

Principal

Eaglebrook Surpasses $400 Million in AUM While Delivering $52 Million in Client Tax Savings

CAPTRUST: Michael Wunderli Named As Head of M&A

Wealth giant eyes record M&A year with key hire

Captrust Hires Echelon’s Mike Wunderli As Head of M&A

Financial Wellness Consultant

CAPTRUST is seeking a Financial Wellness Consultant to lead the transition to a holistic financial wellness program. This role involves developing tailored strategies, engaging clients, and ensuring successful implementation and ongoing management of financial wellness initiatives.

Financial Wellness Consultant | CAPTRUST at Work

Financial Wellness Consultant, CAPTRUST at Work

Senior Associate | Advice & Wellness

Client Managment Consultant

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