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Sophisticated Fiduciary

Survey of the Month – Plan Participation

CAP STRAT’s Will Woodall and Alison Bettonville, CFA, explore a new survey on the reasons employees decide not to contribute to their retirement plans.

Will Woodall

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

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.