Deals & People March 10, 2014

SageView Grows California Footprint

Garrett Stinson joined registered investment advisory firm SageView Advisory Group as a managing director.
Reported by

The role puts Stinson at the firm’s headquarters in Irvine, California. He brings 16 years of retirement plan consulting experience to SageView.

Stinson was most recently a vice president of financial services at Bowermaster and Associates, where he provided fiduciary oversight, investment advisory services and plan design consulting for clients. His work has also covered Employee Retirement Income Security Act-related retirement plans, such as 401(k)s, private pensions, profit-sharing plans and other defined contribution arrangements.

Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.

Stinson also specializes in managing investment solutions for endowment clients and ensuring compliance with regulatory, operating and reporting requirements. He earned a bachelor’s degree in consumer affairs and personal finance from California State University of Long Beach.

SageView Advisory Group is a Securities and Exchange Commission-registered investment advisory firm (RIA) serving retirement plan sponsors and individuals throughout the United States. More information is available at http://www.sageviewadvisory.com/.

Deals & People March 7, 2014

CAPTRUST Adds to Advisory Staff

Peggy Whitmore joined CAPTRUST Financial Advisors, which provides independent investment management services, as a vice president and financial adviser.
Reported by

Whitmore joins CAPTRUST from 401k Advisors Inc., and has 20 years of experience in designing, implementing and managing investment strategies for qualified and nonqualified corporate retirement plans.
 
Whitmore began her career at Oppenheimer Management Corporation and spent several years at Chase Manhattan Bank, where she developed and implemented multi-managed 401(k) plan offerings. She also has experience developing proprietary nonqualified deferred compensation plans offered to institutional clients.

Whitmore spent the past eight years as a managing director at 401k Advisors, working directly with institutional plan sponsors.
 
Also new to CAPTRUST is Kathleen Gartland, who takes on the title of financial adviser relationship manager. Gartland worked alongside Whitmore for the last five years, assisting in client management for 401k Advisors.

Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.

Founded in 1989, CAPTRUST has more than 280 associates, 1,000 institutional clients and 2 million retirement plan participants across the U.S. More information on the firm and the new hires is available at www.captrustadvisors.com and www.captrustnonqualified.com.

«