LeadIQ logo
Learn more at LeadIQ.com

Cammack Retirement Group (Now CAPTRUST) Employee Directory

Financial ServicesNew York, United States11-50 Employees

Cammack Retirement Group, now CAPTRUST, operates in financial services with a focus on retirement plans, providing investment advisory and consulting services for programs totaling more than $110 billion in assets. Founded in 1958, the firm is based in New York City and maintains offices in Wellesley, Massachusetts and Lexington, Kentucky, serving plan sponsors nationwide. It positions itself as a national independent retirement plan consulting and investment advisory firm focused on the planning, execution, and strategic management of employee benefit programs.

In 2022, CapTrust Advisors, LLC acquired Cammack Retirement Group, and the business is now part of CAPTRUST. The organization has earned industry recognition, including PLANSPONSOR's 2017 Retirement Plan Adviser Mega Team of the Year award, reflecting its historical role in the retirement plan advisory space.

Find Cammack Retirement Group (Now CAPTRUST) employees' phone numbers or email addresses

Cammack Retirement Group (Now CAPTRUST) Global Highlights

Location
Employees

North America
19

Minus sign iconPlus sign icon
  • United States Of America
    19

Cammack Retirement Group (Now CAPTRUST)'s Leadership

  • Stylized image of a person
    J. L.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. M.
    Vice President, Client Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. H.
    Vice President, Retirement Services, Wellesley
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. B.
    Manager, Marketing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. T.
    Associate Account Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. V.
    Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. K.
    Investment Analyst
    Phone icon
    Mobile Phone
  • Stylized image of a person
    Y. B.
    Rfp Specialist
    Phone icon
    Mobile Phone

Cammack Retirement Group (Now CAPTRUST) Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Consultant
  • Sales
  • Accounting
  • Other
  • Administrative

Contact profiles from Cammack Retirement Group (Now CAPTRUST)

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. L.
    Managing Partner
    Phone icon
    Mobile Phone
    United StatesNew York
    May 30, 2026
  • Stylized image of a person
    K. M.
    Vice President, Client Services
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Sep 10, 2025
  • Stylized image of a person
    R. H.
    Vice President, Retirement Services, Wellesley
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Jan 21, 2025
  • Stylized image of a person
    C. B.
    Manager, Marketing
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    J. T.
    Associate Account Manager
    Phone icon
    Mobile Phone
    United StatesNew York
    Oct 22, 2024
  • Stylized image of a person
    M. V.
    Consultant
    Phone icon
    Mobile Phone
    United StatesNew York
    Jul 28, 2024
  • Stylized image of a person
    S. K.
    Investment Analyst
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Oct 16, 2024
  • Stylized image of a person
    Y. B.
    Rfp Specialist
    Phone icon
    Mobile Phone
    United StatesNew York
    May 31, 2026

Frequently Asked Questions

What is Cammack Retirement Group (Now CAPTRUST) known for?

Minus sign iconPlus sign iconCammack Retirement Group (Now CAPTRUST) was founded in 1958 operates in the Financial Services industry. The company's main headquarters is located in 40 Wall Street 56th Floor Wall Street, New York 10005 United States; you can contact the main corporate office by phone at
+1-212-227-****
. Explore Cammack Retirement Group (Now CAPTRUST)'s company overview page for more information.

What is Cammack Retirement Group (Now CAPTRUST)'s most common email format?

Minus sign iconPlus sign iconCammack Retirement Group (Now CAPTRUST) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cammack Retirement Group (Now CAPTRUST) email formats with LeadIQ.

How many employees does Cammack Retirement Group (Now CAPTRUST) have currently?

Minus sign iconPlus sign iconCammack Retirement Group (Now CAPTRUST) has approximately 41 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Cammack Retirement Group (Now CAPTRUST)'s key employees and leadership?

Minus sign iconPlus sign icon

As of February 2026, Cammack Retirement Group (Now CAPTRUST)'s key employees include:

  • Managing Partner: J. L.
  • Vice President, Client Services: K. M.
  • Vice President, Retirement Services, Wellesley: R. H.
  • Manager, Marketing: C. B.
  • Associate Account Manager: J. T.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.