CAPTRUST Financial Advisors has announced that Peggy Whitmore has joined the team as vice president and financial advisor from 401k Advisors, Inc. Whitmore brings over 20 years of hands-on experience in the design, implementation and management of investment strategies for qualified and nonqualified corporate retirement plans.
Whitmore has an extensive retirement industry background. She began her career at Oppenheimer Management Corporation and spent several years at Chase Manhattan Bank, where she developed and implemented the bank's first multi-managed 401(k) plan offered to existing banking relationships. It was also during her tenure at Chase Manhattan Bank that she developed the first proprietary nonqualified deferred compensation plan, offered to the bank's institutional clients. She has spent the past eight years as a managing director at 401k Advisors, working directly with institutional plan sponsors.
