WOMEN IN LEADERSHIP
CAPTRUST
PARTNERING WITH CLIENTS THROUGH LIFE ’ S TRANSITIONS
Christeen Reeg is the financial advisor we ’ d all wish to partner with . She has the qualities to succeed in her work and to bring satisfying outcomes to her clients . She is a woman in an industry once dominated by men that is growing into a world of opportunity for women and people from various walks of life .
In 2021 , Reeg became a partner with CAPTRUST , an investment advisory firm built on the premise that investors are best served by advisors who are motivated by their clients ’ best interests . “ I so enjoy building personal relationships with clients and feel that I ’ ve learned to be a good listener ,” Reeg says . “ My core strength is helping individuals and families through transitions , whether that ’ s the death of a loved one , a divorce or a retirement .”
Reeg ’ s career in the world of finance spans 40 years , having started in banking and eventually earning a graduate degree in banking . That banking background became her foothold in becoming a financial advisor , as one of her early employers thought her professional history would bring a fresh perspective to her new role .
“ I think women are particularly suited to this work and I know that there are incredible opportunities in this industry ,” Reeg says . “ CAPTRUST is great for women , promoting from within and recruiting women into the industry . Also , a big CAPTRUST internal program , the Women ’ s Initiative , provides women with support , training , mentorship , educational material and even a book club — it ’ s all about supporting each other through our lives as women .”
Reeg sees more women and minorities entering the industry and having great success . “ This industry is about core values and communication , so there is room for people of all backgrounds . Clients are eager for a partner and coach that they can identify with as they work through life ’ s financial transitions .”
Reeg is that partner and coach her clients are lucky to have .
“ I think women are particularly suited to this work and I know that there are incredible opportunities in this industry .”
— Christeen Reeg , Principal , Financial Advisor
1130 Iron Point Rd ., # 100 , Folsom , CA 95630 916.932.0150 www . captrust . com
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