CAPTRUST
Jason Stephens

Jason Stephens

Senior Director, Nonqualified Executive Benefits Practice Leader at CAPTRUST

Jason is experienced in comprehensive nonqualified plan design and works out of the Raleigh, NC office.

Jason joined CAPTRUST in 1999 and is currently the senior director. Nonqualified executive benefits practice leader within the consulting research group, overseeing nonqualified plan design, implementation, financing, integration, and administration. Jason has worked in the industry since 1999

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Manager

J. Fielding Miller

CEO & Co-Founder

Peers

Rick Shoff

Managing Director, Advisor Group

Christina Markell-Balleza

Associate General Counsel & Director

Margaret Jarocki

Director, Centralized Trading

Timeline

Senior Director, Nonqualified Executive Benefits Practice Leader
Current role

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