CAPTRUST

Jan Rezler, QPFC, is a Senior Financial Advisor and Relationship Manager at CAPTRUST, a position they have held since 2021. Prior to this, Jan served as Vice President of Client Consulting at Cammack Retirement Group from 2005 to 2021. Jan started their career as a Trading Area Specialist at Dreyfus Service Corp. from 1995 to 1997, followed by a role as a Communications Consultant at Mellon Employee Benefits Solutions from 1997 to 2004.

The Greenwich office focuses on wealth management, investment strategies, and client services for institutional and individual clients.

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