JEFFREY W. IRELAND
DIRECTOR OF CLIENT SERVICES
jeffrey.ireland@captrustadv.com

Jeff brings more than thirty years experience in the financial services industry. He has experience with fund due diligence, retirement plan vendor searches, employee education, vendor fee analysis, client relations, performance monitoring, fund searches and administration.

Prior to joining CapTrust Advisors, LLC, Jeff was a vice president with StoneStreet Equity, a retirement plan advisory firm in White Plains, NY. He also worked as an account consultant at Diversified Investment Advisors and as a benefits consultant for GBS Retirement Services, a subsidiary of Arthur J. Gallagher & Company.

Jeff earned his Bachelor of Science degree in Accounting from the New York Institute of Technology. He has completed the Accredited Investment Fiduciary^® (or AIF^®) course from the Center for Fiduciary Studies, which is associated with the Katz School of Business at the University of Pittsburgh, where he received formal training in investment fiduciary responsibility. Jeff also completed the PLANSPONSOR Retirement Professional (PRP) program, offered through the PLANSPONSOR Institute.