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. We’ve included highlights and links below from articles on each topic featured in this episode of Sophisticated Fiduciary.
Sophisticated Fiduciary
Sophisticated Fiduciary | September 2021
Will Woodall
In Memoriam 1966 - 2024
Will was a founder and Managing Principal of CAP STRAT leading all aspects of the business enterprise, overseeing the investment strategy and process, technology, operations, business development, and client service.
Alison Bettonville, CFA
Principal, Director of Institutional Advisory Services
Alison manages CAP STRAT’s Institutional Advisory Business, and is a member of the firm’s Investment Committee.
