CAPTRUST Continues to Grow Northern California Wealth Management Offering with Addition of Pacific Investment Consultants
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RALEIGH, N.C., April 1, 2021 /PRNewswire/ CAPTRUST Financial Advisors (CAPTRUST) today announced that Pacific Investment Consultants (PIC) has joined the growing firm. PIC brings more than $700 million in assets under management (AUM) to CAPTRUST and comes on the heels of the firm adding another Northern California-based team, Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC (GBB).
Based in Folsom, California, PIC provides wealth management and retirement planning to roughly 600 clients. The firm is led by financial advisors Christeen Reeg, Scott Gordon, Bill Altavilla, Debbie Hightower, and Ryan Jantzen, who will join CAPTRUST as principals. The entire PIC team, including four additional team members, will join CAPTRUST.
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CAPTRUST Bolsters Northern California Presence with Addition of Genovese Burford & Brothers
February 3, 2021 GMT
(PRNewsfoto/CAPTRUST Financial Advisors)
GBB was founded in 1987 by Mike Genovese and Lon Burford to provide conflict-free financial advice to individuals and retirement plans. The firm currently has $3.13 billion in assets under advisement for nearly 1,500 clients. In addition to Genovese and Burford, GBB is led by Chief Executive Officer Alex Brown and Partner Kelly Brothers.
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“I co-founded GBB more than 30 years ago on the premise that a collaborative team continuously building their knowledge could better serve clients’ interests than any one individual,” said Genovese. “Joining CAPTRUST is the continuation of this vision as we plug into a network of more than 800 new colleagues and a wealth of centralized resources. The scale that CAPTRUST has achieve