CAPTRUST Welcomes Michael Wunderli as Head of M&A - PressReach

CAPTRUST Welcomes Michael Wunderli as Head of M&A - PressReach

RALEIGH, N.C., June 4, 2025 /PRNewswire/ — CAPTRUST Financial Advisors (CAPTRUST) today announced the appointment of Mike Wunderli as head of mergers and acquisitions (M&A). Wunderli will lead the firm’s strategic inorganic growth initiatives, using his broad view of the marketplace to identify firms that align with the CAPTRUST vision—those that are client-focused, growth-driven, and mission-aligned. “The industry is at an inflection point,” s…

Captrust Names Former Echelon Managing Director M&A Head

Mike Wunderli will guide the acquisition strategy of the more than $1 trillion Captrust in a newly conceived role across wealth and employer-based retirement plan advice.