Sophisticated Fiduciary | October 2021 – Vimeo thumbnail

Sophisticated Fiduciary

Sophisticated Fiduciary | October 2021

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.

Will Woodall

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

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.