CAP STRAT’s Will Woodall and Alison Bettonville, CFA, round up the information that is making headlines and offer considerations to help you navigate changes in the retirement space.
Sophisticated Fiduciary
Sophisticated Fiduciary | October 2021
Will Woodall
Managing Principal
Will is Managing Principal of CAP STRAT and leads all aspects of the business enterprise, overseeing the investment strategy and process, technology, operations, business development, and client service.
Alison Bettonville, CFA
Director of Institutional Advisory Services
Alison manages CAP STRAT’s Institutional Advisory Business, and is a member of the firm’s Investment Committee.
