New VP joins Greenwich financial office

CAPTRUST Financial Advisors’ newest office in Greenwich recently welcomed Bruce Graham, the newly appointed vice president and financial advisor of the firm.

Mr. Graham brings with him 26 years of hands-on experience in the design, implementation and management of investment strategies for corporate retirement plans, endowments, foundations and high-net-worth individuals.

“The breadth of CAPTRUST’s services and depth of investment and manager research capabilities are very exciting,” Mr. Graham said. “And the firm’s focus on serving the needs of mid-market retirement plans, foundations and endowments means that clients get the attention they deserve.”

CAPTRUST’s Greenwich office opened recently with the acquisition of Cambridge Financial Services and the hiring of senior vice president and financial advisor, Ernest Liebre. It is the firm’s second new office this year.

“The opportunity to build upon our Greenwich presence by adding an experienced industry pro like Bruce Graham is a real coup,” said J. Fielding Miller, CAPTRUST co-founder and CEO. “This is a perfect example of how bringing the industry’s best talent to the firm will help us grow in key retirement markets.”

Since 1989, the firm has experienced remarkable growth; from its beginnings with two advisors bringing on their first client, to the present day with more than 250 associates, $103 billion in assets under advisement, more than 1,000 institutional clients and more than two million retirement plan participants across 50 states.

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