Deals & People December 6, 2011
CAPTRUST Acquires Houston Advisory Firm
CAPTRUST is expanding into Texas with the acquisition of Cobb Retirement Solutions.
Reported by Nicole Bliman
Marshall Cobb, founder of Cobb Retirement Solutions, joins CAPTRUST as a senior vice president and financial adviser.
Cobb Retirement Solutions represents more than $2 billion in client assets under management. The firm specializes in qualified plan analysis and fiduciary oversight for institutional clients. Cobb has been in the business for 20 years.
CAPTRUST added eight advisers in 2011, as well as opened a new office in Minnesota (see “CAPTRUST Extends Reach to 17 Offices”).