CAPTRUST

Congratulations to our Fall 2025 CAPTRUST Scholarship awardees!

Selections were made based on official academic transcripts and a submitted essay.
We’re honored to recognize your hard work and accomplishments, and we wish you continued success in all that lies ahead.

Below, you’ll find a short introduction to each of these exceptional students.

Mary Rose Youngblood — Rhodes College, Freshman
Mary Rose aims to pursue a career in community development or social impact strategy after studying philosophy, politics, and economics with a minor in urban studies.

Thomas Mathisen — University of Georgia, Senior
Thomas plans to become a real estate developer and investor focused on creating sustainable, community strengthening urban projects.

Jessica Whitehead — University of Utah, Junior
Jessica plans to become a physician assistant in the NICU, combining her scientific background with her commitment to compassionate patient and family care.

Aaditya Kotadia — University of Virginia, Sophomore
Aaditya hopes to become an educational technology developer who builds tools that personalize learning and expand access for students around the world.

Tycondi Whitaker — Western Governors University, Junior
Tycondi hopes to become a leader in trauma-informed, evidence-based policing, using his psychology studies to improve crisis response and mentorship within law enforcement.

CAPTRUST is growing again! Welcome to the Suncoast Prosperity Advisors team in Tampa, Sanibel, and Highlands!

CAPTRUST Expands with Suncoast Prosperity Advisors  CAPTRUST Financial Advisors announced Suncoast Prosperity Advisors, based in Tampa, Florida, has joined the firm.

In the latest Revamping Retirement episode, Jennifer Doss and Matt Patrick welcome Benny Goodman of the TIAA Institute to discuss what retirement income really means today, from Social Security’s role as an income foundation to why annuities are often misunderstood.

Episode 84: Rethinking Retirement Income In this episode, hosts are joined by Benny Goodman of the TIAA Institute to unpack what retirement income means for plan sponsors.

CAPTRUST is continuing to grow!

We’re thrilled to welcome Alpha Cubed Investments—a Southern California–based wealth management firm to the CAPTRUST family. The ACI team led by Todd Walsh and Tony Jabczenski brings 28 new colleagues, $3.8 billion in assets, and two new CAPTRUST locations – Costa Mesa, CA and Scottsdale, AZ.

Welcome aboard!

CAPTRUST Welcomes Alpha Cubed Investments  CAPTRUST Financial Advisors announced Alpha Cubed Investments, based in Southern California, has joined the firm.

We’re excited to announce Meritage Portfolio Management has joined CAPTRUST!

Led by Mark Eveans and Jim Klein, Meritage brings 17 talented new colleagues, $2.4 billion in client assets, and a second CAPTRUST location in Kansas City.

Welcome to CAPTRUST, Meritage team!

CAPTRUST Grows in Kansas City with Addition of Meritage Portfolio Management CAPTRUST Financial Advisors (CAPTRUST) today announced that Cobblestone Capital Advisors (Cobblestone) in Rochester, NY has joined CAPTRUST.

“Technology advances rarely trigger mass unemployment. Instead, they reduce costs and unlock new demand, supporting disinflationary growth.”

CAPTRUST’s Fourth Quarter 2025 Investment Strategy explores productivity gains, AI adoption, and what technological innovation means for long-term investors. ⬇️

Fourth Quarter 2025 Investment Strategy | Productivity and the Search for AI Payoffs The first half of 2025 was defined by the narrow leadership of mega-cap AI stocks. In the fourth quarter, the rest of the market played catch-up.

AI won’t just make markets efficient; it will make our future more prosperous, resilient, and yes, more human. Explore the next great leap in economic development.

“Technology doesn’t replace human progress. It amplifies it,” says CAPTRUST CIO Michael J. Vogelzang, CFA.

https://okt.to/R8uI06

From Fish Markets to Capital Markets: How AI is Rewriting Economic Growth Artificial intelligence is changing the game—it has the potential to lift global GDP, transform corporate earnings, and redefine economic progress for billions.

Financial stress is changing—and so are employees’ expectations.

The newest Revamping Retirement episode breaks down what workers actually want from financial wellness programs (and where big gaps still exist).

🎧 Tune in: https://okt.to/Hz9vki

Episode 83: What Employees Really Want from Financial Wellness This episode covers CAPTRUST’s Financial Wellness Survey, breaking down the landscape of financial stress and what employees want from wellness programs.

This article explores the science and stories behind regret, offering insights into why we feel it, what we tend to regret most, and how those feelings can actually help us grow.

Remorse Code: Unraveling Regret Discover the origins of regret, its emotional impact, and how you can leverage your regrets to improve your future.

If you haven’t made a plan for what will happen to your assets after your death, now is the time to get started. At first, may seem daunting, but it’s crucial to ensure that your assets are distributed according to your wishes. Don’t wait until it’s too late. Watch this video to learn how you can protect your legacy.

10 Tips for Estate Planning Proactive estate planning can help ensure that your assets are distributed according to your wishes at your death. This short video delivers 10 tips for robust estate planning.