Jon E. Strickland
Senior Vice President, Financial Advisor at CAPTRUST
- Role
- Senior Vice President at CAPTRUST
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Jon E. Strickland
Jon provides investment advisory services to fiduciaries of corporate retirement plans, foundations, and endowments, Prior to joining CAPTRUST in 2004, he was a Financial Advisor with Edward Jones. Jon earned a Bachelor of Science degree in Business Administration with a concentration in Finance and Accounting and a MBA from East Carolina University. He is certified as an Accredited Investment Fiduciary (AIF®) by the Center for Fiduciary Studies in association with the University of Pittsburgh Katz School of Business. Jon serves on the Board of Directors at East Carolina University, focusing on oversight and governance of the university\'s foundation.
Experience
Senior Vice President
Jan 2004 — Present
Education
East Carolina University - College of Business
Bachelor of Science (B.S.)
1995 — 1999
East Carolina University - College of Business
Master of Business Administration (M.B.A.)
1999 — 2001
Skills
- Defined Benefit
- Defined Contribution
- 401k
- 403 B
- Foundations
- Investment Advisory Services
- Investments
- Retirement
- Asset Management
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