GK

Grey Kennedy

Financial Advisor | Relationship Manager at CAPTRUST
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About Grey Kennedy

Grey Kennedy is Financial Advisor | Relationship Manager of CAPTRUST based in 4208 Six Forks Road 1700 Raleigh, NC 27609, US. Previously worked at Charles Schwab as a Director, Retirement Investment Services. CAPTRUST is a Finance, Funds and Trusts company in 4208 Six Forks Road 1700 Raleigh, NC 27609, US with 1182 employees.

Grey Kennedy has 25 years of professional experience, with an average of 5 years per position throughout their career. Their recent employment history shows 0 changes in the past 3 years, with high job stability. they do not have Fortune 500 company experience.

Grey Kennedy have a experience in top university. Grey Kennedy holds a degree from university of colorado boulder, with 32 years since graduation. Their career does not include experience at a global enterprise, with a base location in cleveland, ohio, united states, us.

Grey Kennedy Social
Grey Kennedy Work
Grey Kennedy have been working for 25 years. Currently Grey Kennedy is the Financial Advisor | Relationship Manager @CAPTRUST, with experience in Director Of Fiduciary Services @cornerstone capital advisors
Financial Advisor | Relationship Manager
May 2019 - Present · 5 years and 11 months
cornerstone capital advisors
Director Of Fiduciary Services
Mar 2018 - Present · 7 years and 1 months
Director, Retirement Investment Services
Feb 2017 - Mar 2018 · 1 years and 1 months
About Grey Kennedy's Current Company
1001-5000 Employees

CAPTRUST is founded in 1989, operates from its headquarter in 4208 Six Forks Road 1700 Raleigh, NC 27609, US. The company operates in the Finance, Funds and Trusts sector.

CAPTRUST specializes in Retirement plan consulting, Investment advisory, Endowment and foundation management, Institutional investing, Executive financial planning, High net-worth wealth management, and offers services including Consultative advisory services, Retirement plan sponsor services, and Endowment and foundation management.

CAPTRUST has hired 26 new employees in the past 6 months, including 2 C-level executives. During the past 6 months, 12 employees departed, with 1 leaving from C-level positions.

Year Founded
1989
Social Media
LinkedinFacebookTwitter
Primary Industry
Finance, Funds and Trusts
HQ Location
4208 Six Forks Road 1700 Raleigh, NC 27609, US
Expertise
Retirement plan consultingInvestment advisoryEndowment and foundation managementInstitutional investingExecutive financial planningHigh net-worth wealth management
Solutions
Consultative advisory servicesRetirement plan sponsor servicesEndowment and foundation managementInstitutional investor servicesExecutive financial adviceHigh net-worth individual services
Keywords
Retirement Plan ConsultingInvestment Advisory ServicesFiduciary Investment Advice401k ConsultingPension ConsultingRetirement Plan ManagementInvestment Management ServicesFinancial Advisory FirmWealth Management ServicesPortfolio Management Services
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Grey Kennedy Education

Grey Kennedy completed at university of colorado boulder (1990 - 1994)

university of colorado boulder
1990 - 1994
Grey Kennedy Skills
Business and Strategy
investments
Other
401k, retirement planning, series 7, mutual funds

Grey Kennedy Email & Phone number

These email and Phone numbers are the most updated and verified contact information for Grey Kennedy found in 2025.

  • Email AddressG**@captrust.comPersonal Email
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  • Phone Number(xxx)xxx-xxxxPersonal Phone
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