Christopher Kulick, Jr. Cima Email & Phone Number

I am a Principal and Financial Advisor at CAPTRUST, focusing on providing investment and fiduciary advisory services to retirement plan sponsors. As one of the largest registered investment advisors in the U.S., CAPTRUST offers a broad range of services to institutional clients and their employees.We serve public and private companies, healthcare systems, colleges, universities, and their defined contribution plans, defined benefit plans, and non-qualified deferred compensation plans. I oversee my clients’ fiduciary governance process; investment advice and investment management; plan design consulting; provider due diligence, search and selection; asset liability modeling, financial modeling; employee communications; financial well-being and advice programs.I began my career at Putnam Investments and prior to joining CAPTRUST, was involved in the development of Delaware Investments’ investment only business for qualified plans. I graduated cum laude from Northeastern University with a Bachelor of Science degree in Finance and I’m a Certified Investment Management Analyst (CIMA), an accreditation achieved through the Wharton School of the University of Pennsylvania. I am a member of the Investments and Wealth Institute. Industry recognition: BARRON'S Top 100 Institutional Consultants (2023, 2022, 2021)National Association of Plan Advisors’ Top DC Advisor Teams (2023, 2022, 2021, 2020, 2019) 2018 PLANSPONSOR Magazine Plan Advisor of the Year NAPA Top 50 under 40 list in 2017 and 2018Financial Time’s Top 401 Advisors in 2018, 2019, 2020

Listed skills include Retirement Planning, Investments, 401K, Financial Services, and 14 others.