Rick Shoff

Managing Director

CAPTRUST

    Doylestown, PA, USA

  Login to View Email
  Login to View Phone Number
  Login to View Website
Follow
Industry Role:
Login to Find Out


Specialty/Type:
Login to Find Out
Login to Find Out
Bio
As managing director and member of the advisor group, Rick focuses on the firm’s business development, advisor support, and advisor recruiting and acquisition initiatives. He also serves as a member of our firm’s Executive Committee. Prior to joining CAPTRUST in 2006, Rick founded Plan Advisory Services and built the company into one of the most well-respected advisory firms in the nation, and has worked in the industry since 1983. EDUCATION Bachelor of Scie... (login for more professional bio)
Related News (Login for News Relating to Profile)
Login for news relating to profile
FEATURED MEMBER POSTS
Exome Worldwide Healthcare Partners Posts Its April 2025 Performance
- posted by: Worldwide Healthcare Partners
Andrea Alms Video:  Money In Motion 150 - Gene Therapy Adeno-Associated Virus (AAV)
- posted by: BrookDell Partners
Andrea Alms Video:  Money In Motion 153 - FDA Staff Cuts - Biotech Regulatory Delays Market Update
- posted by: BrookDell Partners
Andrea Alms Video:  Money In Motion 149 - Pediatric Rare Disease Market
- posted by: BrookDell Partners
Andrea Alms Video:  Money In Motion 152 - Tariffs Pharma/Biotech Market Update
- posted by: BrookDell Partners
Not a member yet?

Join AlphaMaven

The Premier Alternative Investment
Research and Due Diligence Platform for Investors

Free Membership for Qualified Investors and Industry Participants
  • Easily Customize Content to Match Your Investment Preferences
  • Breaking News 24/7/365
  • Daily Newsletter & Indices
  • Alternative Investment Listings & LeaderBoards
  • Industry Research, Due Diligence, Videos, Webinars, Events, Press Releases, Market Commentary, Newsletters, Fact Sheets, Presentations, Investment Mandates, Video PitchBooks & More!
  • Company Directory
  • Contact Directory
  • Member Posts & Publications
  • Alpha University Video Series to Expand Investor Knowledge
  • AUM Accelerator Program (designed for investment managers)
  • Over 450K+ Industry Headlines, Posts and Updates
Sign Up Now
ALL ALPHAMAVEN CONTENT IS FOR INFORMATIONAL PURPOSES ONLY. CONTENT POSTED BY MEMBERS DOES NOT NECESSARILY REFLECT THE OPINION OR BELIEFS OF ALPHAMAVEN AND HAS NOT ALWAYS BEEN INDEPENDENTLY VERIFIED BY ALPHAMAVEN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. THIS IS NOT A SOLICITATION FOR INVESTMENT. THE MATERIAL PROVIDED HEREIN IS FOR INFORMATIONAL PURPOSES ONLY. IT DOES NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY ANY INTERESTS OF ANY FUND OR ANY OTHER SECURITIES. ANY SUCH OFFERINGS CAN BE MADE ONLY IN ACCORDANCE WITH THE TERMS AND CONDITIONS SET FORTH IN THE INVESTMENT'S PRIVATE PLACEMENT MEMORANDUM. PRIOR TO INVESTING, INVESTORS ARE STRONGLY URGED TO REVIEW CAREFULLY THE PRIVATE PLACEMENT MEMORANDUM (INCLUDING THE RISK FACTORS DESCRIBED THEREIN), THE LIMITED PARTNERSHIP AGREEMENT AND THE SUBSCRIPTION DOCUMENTS, TO ASK SUCH QUESTIONS OF THE INVESTMENT MANAGER AS THEY DEEM APPROPRIATE, AND TO DISCUSS ANY PROSPECTIVE INVESTMENT IN THE FUND WITH THEIR LEGAL AND TAX ADVISERS IN ORDER TO MAKE AN INDEPENDENT DETERMINATION OF THE SUITABILITY AND CONSEQUENCES OF AN INVESTMENT.