Brent Joel Hartman
Market Strategist at CapFinancial Partners LLC
Profile
Mr. Brent J.
Hartman is a Senior Manager & Investment Strategist at CapFinancial Partners LLC.
He is responsible for assisting in the firm’s research efforts within the asset/liability business line while addressing asset class research for both consulting and discretionary clients, including static and tactical asset allocation work.
Prior to joining the firm in 2012, Mr. Hartman served as a senior investment consultant with The Newport Group, and he has worked in the industry since 1996.
He received his Bachelor of Science degree in business from Brigham Young University and a Master of Science degree in business administration from Purdue University.
Brent Joel Hartman active positions
| Companies | Position | Start |
|---|---|---|
CapFinancial Partners LLC
 CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Market Strategist | 01/01/2012 |
Former positions of Brent Joel Hartman
| Companies | Position | End |
|---|---|---|
Newport Group Securities, Inc.
 Newport Group Securities, Inc. Investment ManagersFinance Part of Ascensus LLC, Newport Group Securities, Inc. is a leading independent retirement services provider and trusted partner in delivering comprehensive financial wellness solutions and expertise. The company is based in Heathrow, FL. The company serves over 20,000 plans and supports more than 1 million participants, managing over $250 billion in corporate retirement and insurance assets. With over 1,200 employees, Newport Group offers a range of services including recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance, and brokerage services. | Corporate Officer/Principal | - |
Training of Brent Joel Hartman
| Brigham Young University | Undergraduate Degree |
| Purdue University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Finance |
Newport Group Securities, Inc.
Newport Group Securities, Inc. Investment ManagersFinance Part of Ascensus LLC, Newport Group Securities, Inc. is a leading independent retirement services provider and trusted partner in delivering comprehensive financial wellness solutions and expertise. The company is based in Heathrow, FL. The company serves over 20,000 plans and supports more than 1 million participants, managing over $250 billion in corporate retirement and insurance assets. With over 1,200 employees, Newport Group offers a range of services including recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance, and brokerage services. | Finance |
- Stock Market
- Insiders
- Brent Joel Hartman
