Will Chitwood
Senior Vice President, Financial Advisor at Captrust
Based in Raleigh, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Raleigh
Industry
Financial Services
Company size
1.9K
Contact information
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w•••••••@captrust.com
Phone
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Background
About Will Chitwood
At CAPTRUST, I am responsible for providing independent investment and fiduciary advisory services to retirement plans, endowments, foundations, and other asset pools. My responsibilities include driving asset allocation decisions, plan design and fiduciary decisions, investment manager selection, and long-term investment strategy creation. CAPTRUST was created on the ideal that clients are best served by advisors that focus exclusively on the best interest of their clients. Our commitment to transparency and independence have been the main driver to our success and allow us to continually keep our promises and earn the trust of our clients.Prior to joining CAPTRUST in 2015, I served as a planning and guidance consultant at Fidelity Investments to participants in both defined contribution and defined benefit plans.
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