Shale Latter

Shale is a graduate of the University of South Florida where he received his Bachelor of Science in Finance with a minor in Management Information Systems. Shale also holds a Master’s Degree in Theological Studies from Liberty University.

Prior to joining CapTrust, Shale worked for Raymond James Financial Services on a high level management team specifically designed to handle finance-related projects. This team worked with members of the president’s office to create analytical tools that were used to assist consultants in servicing their clients.

Shale began with CapTrust in 2003 and was placed in charge of the retirement plan reporting group. This role also involved assisting with plan design, employee education and investment due diligence. In addition, he served as a member of the Investment Research Committee performing mutual fund and separate account analysis.

Shale’s current role involves working directly with clients, assisting them with all aspects of their retirement plan and offering recommendations as to where they can make improvements. In addition to his role servicing clients, he remains involved in employee education as well as mutual fund and plan provider due diligence.