CAPTRUST Announces Performance Results for 2018

 | Raleigh, NC

Firm ended fiscal year with 21.5 percent revenue growth and $65 billion in new client assets

RALEIGH, NC – April 25, 2019– CAPTRUST Financial Advisors (CAPTRUST), one of the nation’s leading independent wealth management and retirement plan advisory firms, released its 2018 calendar year performance results. CAPTRUST concluded 2018 with $65 billion in new client assets, bringing the firm’s total assets under advisement to more than $300 billion. The firm also saw 21.5 percent revenue growth, maintained a 97 percent client retention rate, added 96 new employees, and welcomed five new firms under the CAPTRUST brand.

“In 2018 we reached another growth milestone, crossing the 500-employee mark for the first time in CAPTRUST’s history”, said J. Fielding Miller, CEO, CAPTRUST.“We were also honored by InvestmentNewsas one of its 2019 Best Places to Work for Financial Advisors. This ranking and our continued growth are a testament to our talented team at CAPTRUST and our commitment to putting them at the forefront of all that we do.”

CAPTRUST, which is employee-owned, has recorded a 26.8 percent shareholder total return compounded since 2004. The company saw the addition of 37 new shareholders in 2018 for a total of 294 shareholders, or 57 percent of total employees.

As part of its commitment to give back to the communities it serves, CAPTRUST, along with its 501(c)(3) nonprofit organization, the CAPTRUST Community Foundation, donated more than $724,000 to worthy causes for a record year of charitable giving in 2018. The organization is well on its way to achieving its goal of donating $10 million by 2026.

“We are always looking for ways to not only attract the best talent, but also to highlight the work, unique ideas, and philanthropic efforts of the talent we currently have at CAPTRUST,” said Rick Shoff, managing director, CAPTRUST. “Our impressive team is the key to our continued success and this growth would not be possible without their hard work, dedication, and commitment to the firm and the communities in which they live.”

CAPTRUST also announced the winners of its annual Brick Awards during the firm’s Advisor Kickoff meeting. The Brick Awards go to employees who exemplify CAPTRUST’s mission to enrich the lives of its clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation. The Brick Award categories and winners include:

  • MVP – Jon Meyer, Chief Technology Officer, Business Operations Group
    • Awarded to the person who has provided the most significant overall contribution to the firm. Set apart from the crowd, the MVP best represents the spirit and goals of the company mission.
  • Client Service – Pat Burger, Senior Client Management consultant, Business Operations Group
    • Awarded to the person who best represents CAPTRUST’s mission to enrich the lives of its clients with service that exceeds expectations. The winner demonstrates an extraordinary level of service, which helps to build relationships and ensure long-term client satisfaction and retention.
  • Community Service – Trae Cole, Client Relationship Manager, Business Operations Group
    • Awarded to the person who best represents the CAPTRUST mission to enhance the lives of people in need within its communities. Recipients of the Community Service Brick demonstrate great passion for helping others and are most generous with the gifts of their time, talent, and resources.
  • Financial Advisor of the Year – Barry Schmitt, Senior Vice President, Financial Advisor
    • Awarded to the person that best exemplifies the traits and characteristics of not only an advisor to his or her clients, but also as a mentor and supporter to his or her fellow advisors.
  • Step Up – Pete Ruffel, Institutional Solutions Team Leader, Consulting Solutions Group
    • Awarded to the person who has taken on a major new challenge or accepted additional responsibilities and enhanced the firm by their actions.
  • Rainmaker – Steve Schott, Principal and Director, Institutional Religious Retirement and Foundation Services
    • Given to the financial advisor (or advisory team) who brings the most new business to CAPTRUST in a given year. The award recognizes the advisor’s consulting skills and the necessity to continuously grow the CAPTRUST client base.
  • Innovation Award – Market Value Input Tool
    • Awarded to a CAPTRUST team or teammate who has developed an idea or initiative which benefitted CAPTRUST by improving its process or revolutionizing an approach, product, or service offering.

For media inquiries regarding this press announcement, or to speak to a CAPTRUST spokesperson, please contact: CAPTRUST@ficommpartners.com. For information about joining the CAPTRUST team, visit: captrust.com/advisorgrowth/.

About CAPTRUST
CAPTRUST Financial Advisors is an independent, employee-owned firm that provides investment advisory services to retirement plan fiduciaries, endowments and foundations, and comprehensive wealth planning services to executives and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $300 billion in client assets from its offices located across the U.S.

Legal Publication names Cooney among ‘Leaders in the Law’

Plunkett Cooney

By: Plunkett Cooney

 

 

FOR IMMEDIATE RELEASE
DATE:  May 14, 2019
CONTACT:  John E. Cornwell (248) 901-4008

 

Legal Publication names Cooney among ‘Leaders in the Law’

 

 

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BLOOMFIELD HILLS, Mich. – May 15, 2019 – Plunkett Cooney partner Henry (Hank) B. Cooney was recently nominated as a 2019 “Leaders in the Law” by Michigan Lawyers Weekly (MLW), an industry publication serving the state’s legal community.

Cooney along with 29 other honorees were selected for, among other things, their significant accomplishments or achievements in practice, outstanding contributions to the practice of law in Michigan, leadership in improving the state’s justice system, seeking improvements to the legal and local communities, and setting an example for other lawyers.

The 11th annual luncheon and awards ceremony for the Class of 2019 was held on April 18 at the Detroit Marriott Troy. In addition, the honorees were profiled in a special section of the April 22 issue of MLW.

A member of the firm’s Litigation Department, Cooney has the distinction of having served for 16 years as President & CEO of Plunkett Cooney, one of the Midwest’s oldest and largest law firms, from 1998 to 2015. Among his responsibilities were the review and management of the Professional Code of Ethics for firm members, including all aspects of the attorney-client relationship, conflicts of interest, advocacy, public service and maintaining the integrity of the profession.

A 1980 graduate of University of Detroit School of Law, Cooney’s legal practice entails nearly 40 years of experience in the areas of product liability, construction liability and commercial

litigation. He is also frequently called upon to serve as a case arbitrator and facilitator under the provisions of Michigan’s alternative dispute resolution system. Cooney received his undergraduate degree from the University of Michigan in 1973.

Cooney is a member of the Detroit Metropolitan Bar Association and its Foundation, Michigan Defense Trial Counsel, American Bar Association, the State Bar of Michigan and the DRI – The Voice of the Defense Bar.

Always giving back to his community, Cooney is a past chair for the board of directors of University of Detroit Jesuit High School and the Michigan Roundtable for Diversity and Inclusion. He has also served on the boards of directors for the American Heart Association of Southeast Michigan and the board of trustees for Life Directions.

Established in 1913, Plunkett Cooney is a leading provider of transactional and litigation services to clients in the private and public sectors. The firm employs approximately 150 attorneys in eight Michigan cities, Chicago, Illinois, Columbus, Ohio and Indianapolis, Indiana. Plunkett Cooney has achieved the highest rating (AV) awarded by Martindale-Hubbell, a leading, international directory of law firms. The firm has also been selected by Crain’s Detroit Business as its inaugural Law Firm of the Year.

For more information about Hank Cooney’s selection as a Leader in the Law, contact the firm’s Director of Marketing & Business Development John Cornwell at (248) 901-4008 or via email at jcornwell@plunkettcooney.com.

 

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Dunsky Adams joins firm’s transportation law practice group

Plunkett Cooney

By: Plunkett Cooney 

 

FOR IMMEDIATE RELEASE
DATE:  May 14, 2019
CONTACT:  John E. Cornwell (248) 901-4008

 

 

Dunsky Adams joins firm’s transportation law practice group

 

dunsky-adams_env.jpgBLOOMFIELD HILLS, Mich. – May 14, 2019 – Attorney Michele Dunsky Adams recently joined the Transportation Law Practice Group of Plunkett Cooney, one of the oldest and largest law firms in the Midwest.

A member of Plunkett Cooney’s Bloomfield Hills office, Dunsky Adams focuses her practice in the areas of first- and third-party motor vehicle liability and no fault law, resolving medical provider and policyholder claims for personal injury protection benefits in automobile lawsuits. She also has experience handling legal issues that involve state and federal credit unions, family law, breach of contract disputes and personal injury claims.

A 2013 graduate from the Duke University School of Law, Dunsky Adams is admitted to practice in state and federal courts in Michigan, and she is a member of the State Bar of Michigan. Dunsky Adams received her undergraduate degree, with distinction, from the University of Michigan in 2009.

Plunkett Cooney’s Transportation Law Practice Group includes the talents of more than 20 attorneys across the states of Michigan, Ohio and Indiana. The group’s members provide an array of litigation and risk management services, including expertise in the areas of trucking liability, first- and third-party auto liability, cross-border claims with Canada, fraud investigation services and emergency accident response.

Established in 1913, Plunkett Cooney is a leading provider of transactional and litigation services to clients in the private and public sectors. The firm employs approximately 150 attorneys in eight Michigan cities, Chicago, Illinois, Columbus, Ohio and Indianapolis, Indiana. Plunkett Cooney has achieved the highest rating (AV) awarded by Martindale-Hubbell, a leading, international directory of law firms. The firm was also recently selected by Crain’s Detroit Business as its inaugural Law Firm of the Year.

For more information about Dunsky Adams joining Plunkett Cooney’s Transportation Law Practice Group, contact the firm’s Director of Marketing & Practice Development John Cornwell at (248) 901-4008 or jcornwell@plunkettcooney.com.

 

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Plunkett Cooney announces launch of new website

Plunkett Cooney

BLOOMFIELD HILLS, Mich. – May 8, 2019 – Plunkett Cooney – one of the Midwest’s oldest and largest law firms – has launched a new responsive design website featuring substantive legal information, a bold graphics interface and refreshed brand messaging.

According to Plunkett Cooney’s Director of Marketing & Business Development John Cornwell, the new website design is driven by a state-of-the-art technology platform that will help the firm provide information faster and more intuitively to site visitors.

“We know that people move very quickly on the internet today. They typically know what they’re looking for, and they use different electronic device to access information,” Cornwell said. “Our new website is very easy to navigate, and it serves up information about our attorneys, their practice areas and the kind of robust legal content people have come to expect from a law firm website.”

Regardless of whether visitors come to www.plunkettcooney.com from a desktop computer, smartphone or tablet, the site’s responsive design will automatically format pages so information can be quickly accessed, reviewed and shared. The home page is designed to highlight brand attributes unique to Plunkett Cooney, and it includes content such as upcoming events, blog posts, legal updates and much more.

Attorney biographical pages feature expandable sections that allow site visitors to focus in on the information most important to them. The site also includes extensive information about the 106-year-old law firm, and it provides seven blogs from some of the firm’s leading areas of practice, including cannabis law, commercial litigation, environmental and energy law, general litigation, labor and employment law, real estate and title insurance, and transportation law.

Other features embedded throughout the site allow visitors to contact individual attorneys directly to discuss their legal needs and to obtain information about specific areas of the law such as recordings of past webinars.

“We wanted this new site to be more contemporary and interactive. I think our internal design team did a great job of identifying ways to accomplish that,” Cornwell said. “Plunkettcooney.com showcases the expertise of our attorneys and serves as a resource for people who want to learn more about our firm’s many areas of practice.”

Established in 1913, Plunkett Cooney employs nearly 300 employees, including approximately 150 attorneys in eight Michigan cities, as well as in Chicago, Illinois, Columbus, Ohio and Indianapolis, Indiana. The firm, which provides a range of transactional and litigation services, has achieved the highest rating (AV) awarded by Martindale-Hubbell. Crain’s Detroit Business also recently named Plunkett Cooney its inaugural Best in Law: Law Firm of the Year.

For more information about Plunkett Cooney’s new website, contact the firm’s Director of Marketing & Business Development John Cornwell at (248) 901-4008 or jcornwell@plunkettcooney.com.

American Society of Employers (ASE) announces its Compensation & Benefits Conference will take place on May 21 at Suburban Collection Showplace in Novi, MI

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By: American Society of Employers

 

American Society of Employers (ASE) announces its Compensation & Benefits Conference will take place on May 21 at Suburban Collection Showplace in Novi, MI.

 

Livonia, Mich. —April 25, 2019 — The  American Society of Employers (ASE), one of the nation’s oldest and largest employer associations providing people-management information and services to Michigan employers, announces its 9th annual Compensation & Benefits Conference will be held on Tuesday, May 21 at Suburban Collection Showplace in Novi, Mi.

ASE CEO, Mary E. Corrado, announced the conference and stated, “Getting compensation and total rewards right is more important than ever.  “I can reword to:  “Offering competitive compensation and total rewards is more important than ever.  Organizations needs to compete for and retain talent while remaining compliant – two very big challenges.”

During the conference, ASE will reveal the results of its 2019 compensation surveys. It is the 67th year the surveys have been published.

New this year is an Economic Experts Panel. The Economic Experts Panel will provide attendees valuable insight into how economic conditions may impact their organizations in 2019 and beyond. The panel will consist of:

  • Kristen Dziczek, Vice President – Industry, Labor & Economics, Center for Automotive Research
  • James E. Robey, Director, Regional Economic Planning Services, W.E. Upjohn Institute for Employment Research
  • Sue Yingzi Su, Assistant Director for North America and China Economics, General Motors
  • Paul Traub, Senior Business Economist, Federal Reserve Bank of Chicago-Detroit Branch

Session include all topics related to total rewards and include employee recognition, healthcare costs, 401(k) trends, pay for performance, and wellness.  The afternoon plenary will be presented by Mickey Silberman from Fortney & Scott, LLC.  Mickey will present “Getting Pay Equity ‘Right’”.

For a complete conference agenda and registration information, please visit the ASE website.

About the American Society of Employers (ASE) – a Centennial Organization

The American Society of Employers (ASE) is a not-for-profit trade association providing people-management information and services to Michigan employers. Since 1902, member organizations have relied on ASE to be their single, cost-effective source for information and support, helping to grow their bottom line by enhancing the effectiveness of their people. Learn more about ASE at www.aseonline.org.

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Ultimate Software Hosts Free HR Workshop in Grand Rapids

 

 

Join other HR professionals from across the state at a complimentary HR workshop!

Your skills as an HR leader have never been in greater demand. The quality and quantity of business information you need at your fingertips, along with the creativity that’s expected of you on a daily basis by senior leadership and your employees, require a wealth of knowledge about your company, your industry, and your competition. Are you keeping pace with everyone’s expectations, or are you bogged down by mundane and tactical responsibilities?

Learn how to stay above the curve–and win accolades from your senior leaders–during this complimentary Interactive HR Workshop at JW Marriott Grand Rapids. You’ll discover the tested and highly successful solutions that companies like yours have implemented to improve their organizations, and you’ll leave with the tools and strategies you need to win buy-in and set them in motion. Plus, an employment attorney from a major law firm will offer advice on how to avoid costly wage and hour litigation.

Topics Include How To:

  • Coach team members with direct communication
  • Navigate three HR megatrends for 2019
  • Stay up to date with employment law changes, and much more!

This program has been pre-approved for 4.5 credits from the HR Certification Institute, 4.5 credits from SHRM for Professional Development Credits (PDCs), and is pending approval for rchs from the APA.

More Information on Speakers, Agenda & Registration Here:

https://www.ultimatesoftware.com/HR-Workshop-Overview/7010d000001GUkl/258

Any questions?
Contact Christie Hecht at 248.229.5125 or Christie_Hecht@ultimatesoftware.com

Shamoun appointed to state’s cannabis regulation advisory group

Plunkett Cooney

 

By: Plunkett Cooney

 

FOR IMMEDIATE RELEASE
DATE:  April 10, 2019
CONTACT:  John E. Cornwell (248) 901-4008

 

Shamoun appointed to state’s cannabis regulation advisory group

 

 

Shamoun_PRBLOOMFIELD HILLS, Mich. – April 10, 2019 – Attorney Alan Shamoun of Plunkett Cooney – one of the Midwest’s oldest and largest law firms – has been appointed to serve as a member of the state’s Adult-Use Marijuana Stakeholder Workgroups.

Shamoun volunteered to serve on the attorney workgroup as part of his practice, which includes a focus on representing cannabis businesses in the medical and recreational use sectors. He is one of only 13 attorneys statewide to be selected for service on the workgroups, which were formed by Michigan’s Department of Licensing and Regulatory Affairs (LARA).

The purpose of the attorney workgroup is to provide input and advice to the Michigan Bureau of Marijuana Regulation on topics related to the Michigan Regulation and Taxation Act. The new law allows legal use of marijuana for people age 21 and older.

Shamoun applies his tax and business law expertise in the cannabis industry by assisting clients involved in the state and local business application processes. He also works with them once they are licensed to remain compliant with numerous industry regulations.

“This is a tremendous opportunity for me to assist the state with its implementation of the new regulation and taxation act,” said Shamoun, who practices in Plunkett Cooney’s Bloomfield Hills office. “There are a lot of issues to consider, and I am glad to be able to provide a voice for my clients in this process.”

The attorney workgroup will begin meeting this month in the office of the Michigan Bureau of Marijuana Regulation, which is located at 2407 North Grand River Avenue, Lansing, MI 48906.

Shamoun is a member of Plunkett Cooney’s Business Transactions & Planning Practice Group and the firm’s  Cannabis Law Industry Group. He focuses his practice primarily on tax conflicts involving individuals and corporations. His expertise also includes the areas of corporate tax and estate planning.

Plunkett Cooney is a leading provider of legal services to Michigan’s medical and recreational use cannabis industry. The firm’s attorneys helped secure some of the first business licenses issued in the state, and their expertise extends to such issues as business law, commercial litigation, employment law, environmental law, government affairs and real estate.

Established in 1913, Plunkett Cooney employs nearly 300 employees, including approximately 150 attorneys in eight Michigan cities, as well as in Chicago, Illinois, Columbus, Ohio and Indianapolis, Indiana. The firm, which provides a range of transactional and litigation services, has achieved the highest rating (AV) awarded by Martindale-Hubbell. Plunkett Cooney was also named by Crain’s Detroit Business as its first ever Law Firm of the Year.

For more information about Shamoun’s appointment to the Bureau of Marijuana Regulation Attorney Workgroup, contact the firm’s Director of Marketing & Business Development John Cornwell at (248) 901-4008 or jcornwell@plunkettcooney.com.

 

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Meyer joins Plunkett Cooney’s governmental law group

Plunkett Cooney

By: Plunkett Cooney 

 

FOR IMMEDIATE RELEASE
DATE:  April 5, 2019
CONTACT:  John E. Cornwell (248) 901-4008

 

 

Meyer joins Plunkett Cooney’s governmental law group

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BLOOMFIELD HILLS, Mich. – April 5, 2019 – Attorney Brett T. Meyer recently joined Plunkett Cooney, one of the oldest and largest law firms in the Midwest, as a member of the Governmental Law Practice Group.

A member of Plunkett Cooney’s Grand Rapids office, Meyer focuses his practice on the defense of litigation in the areas of municipal law and premises liability, as well as on the defense of personal injury actions.

Meyer represents insurance carriers, public entities and municipalities, either through direct representation or insurance providers, in disputes involving alleged constitutional and civil rights violations, state and federal immunity issues, police liability, employment law and contract issues. He also conducts workplace investigations and provides workplace training and counseling for public and private employees regarding federal and state labor and employment laws.

Meyer graduated, magna cum laude, from the Michigan State University College of Law in 2011. While there, he received numerous academic awards, including the State Bar of Michigan Tax Student Achievement Award. He received his undergraduate degree, with honors, from Michigan State University in 2008.

Plunkett Cooney’s Governmental Law Practice Group includes the talents of approximately 20 attorneys across the states of Michigan and Ohio. The group members provide an array of litigation and direct representation services, including particular expertise in the areas of First Amendment violations, discrimination in employment, civil rights, premises liability, police misconduct, excessive force, zoning and land use, election law and many others.

Established in 1913, Plunkett Cooney is a leading provider of transactional and litigation services to clients in the private and public sectors. The firm employs approximately 150 attorneys in eight Michigan cities, Chicago, Illinois, Columbus, Ohio and Indianapolis, Indiana. Plunkett Cooney has achieved the highest rating (AV) awarded by Martindale-Hubbell, a leading, international directory of law firms. The firm was also recently selected by Crain’s Detroit Business as its inaugural Law Firm of the Year.

For more information about Meyer joining Plunkett Cooney’s Governmental Law Practice Group, contact the firm’s Director of Marketing & Practice Development John Cornwell at (248) 901-4008 or jcornwell@plunkettcooney.com.

 

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