Mon. Dec 4th, 2023

Art by Subin Yang


CAPTRUST Financial Advisors has added Sacramento, California-based Genovese Burford & Brothers Wealth & Retirement Plan Management LLC (GBB).

GBB currently has $3.13 billion in assets under advisement (AUA) for nearly 1,500 clients. In addition to founders Mike Genovese and Lon Burford, GBB is led by chief executive officer Alex Brown and partner Kelly Brothers.

“I co-founded GBB more than 30 years ago on the premise that a collaborative team continuously building their knowledge could better serve clients’ interests than any one individual,” says Genovese. “Joining CAPTRUST is the continuation of this vision as we plug into a network of more than 800 new colleagues and a wealth of centralized resources. The scale that CAPTRUST has achieved, which allows us to leverage everything from technology and trading to compliance and marketing, is truly unmatched in the industry.”

“GBB’s hybrid model of providing wealth and institutional services is only a part of what makes them a great fit for CAPTRUST,” says Rush Benton, CAPTRUST senior director, strategic growth. “The firm shares our growth mindset, and we are confident the GBB team will flourish as a part of CAPTRUST.”

Voya Grows Large Market Team for Southeast 

Voya Financial’s Retirement business has hired Daniel Caple as an account executive for the company’s large corporate market business. 

In this role, Caple is responsible for generating new business and building distribution relationships in the southeastern U.S. He will be working through all channels within the corporate 401(k) market that serve employers with plans from $75 million up to $1 billion in assets.

“It is with great enthusiasm that I join Voya Retirement’s large corporate market team. Growing up, I learned the importance of hard work, but perhaps even more importantly, that building trust through personal relationships is everything and I am excited to bring those values to Voya,” Caple says. “I look forward to being part of Voya’s client-centered culture and bringing its innovative technology, open-architecture recordkeeping and holistic financial wellness solutions to employers in the southeast.”

Caple specializes in business development in the large plan market. Most recently, he held the position of managing director, institutional markets, at MassMutual.

“Dan’s experience helping his clients achieve their retirement goals through a seamless business experience make him natural fit for our team,” adds Steve Keating, senior vice president of sales for Voya’s large corporate market. “We’re thrilled to have him here at Voya and look forward to his continued success in the future.”

Caple attended Northeastern University, where he studied finance and international business. Based in Charlotte, North Carolina, he started at Voya on February 1 and reports directly to Keating.

By senior