News & Insights

Bill joined CAPTRUST in 2021 from Pacific Investment Consultants — an independent advisory firm — where he was a partner, wealth management and endowment and foundation financial advisor. With over 30 years of experience, he specializes in providing investment planning to endowments and foundations, high-net-worth individuals, and corporate retirement plans. Prior to Pacific Investment Consultants,…

Kate’s practice focuses on foundational and complex estate and gift planning, tax planning, and post-death trust administration. She has extensive experience working with blended families, same-sex couples, unmarried couples, and families with special needs. Additionally, she works with clients to structure irrevocable tax-planning trusts, including grantor trusts, ILITs, GRATs, SLATs, QPRTs and charitable trusts. Her…

Steven Weiss, president of The Weiss Group, is a seasoned business strategist with more than 25 years of experience at some of Northern California’s most prominent public, private, and nonprofit organizations. Weiss excels in helping clients evolve, expand, and succeed by developing strategic focus, growing organizational capacity and achieving business objectives. Prior to establishing The…

Renee Nunes Taylor is a Sacramento Community Leader with decades of involvement in private, nonprofit, and government entities. Currently, she serves as Board Vice-Chair of the Sacramento Botanical Garden—her passion project—helping to bring a significant new community amenity to the Sacramento region. Her past professional positions have included President & CEO of the Northern California…

Scott Syphax is the CEO of Syphax Strategic Inc., a full-service management consulting and business development firm focused on the real estate development, financial services, and healthcare sectors. Previously, Mr. Syphax was the Chairman & CEO of The Nehemiah Companies, a Sacramento, California-based social enterprise and real estate development firm where he managed the Nehemiah Community Reinvestment…

Vince Sales is the CEO of Everyday Impact Consulting, a consulting firm providing services tailored to the unique needs of nonprofit, governmental, philanthropic, and corporate organizations to build meaningful relationships to create social good. Vince has more than 28 years of combined experience in higher education institutions, non-profit organizations, and philanthropic foundations. In his various…

Matthew G. Jacobs joined CalPERS as general counsel in July 2014. He is responsible for the strategic direction and oversight of the Legal Office, the Enterprise Compliance Office, the Information Security Office, and our Equal Employment Opportunity Program. Matt draws on a depth of experience in both the public and private sectors to provide guidance on…

Bret currently serves as President of the Yolo County Community Foundation Board of Directors and is Chair of the Investment Committee for the Sacramento Region Community Foundation.  Throughout his 45-year career, Bret has contributed significantly to business success at numerous organizations of varied size and purpose, among them a Fortune 50 firm, a leading investments…

Gordon is the Founder and Senior Partner of 3fold Communications, an award-winning marketing & advertising agency in Sacramento, California that connects healthcare, higher education, and government clients with their customers and communities. Prior to founding 3fold in 2004, Gordon, who was born in New Zealand, and raised in South America, worked with government, political, nonprofit,…

Angela is a multi-award-winning entrepreneur who founded Bargas Environmental Consulting (Bargas) in 2012 to combine her passions for natural sciences and for supporting sound development and growth in California.  As its sole proprietor and leader, she brings her experience in managing complex projects for the gas and electric transmission energy sector, residential and commercial land…

Kwame Anku is the Founding Managing Partner and Chief Investment Officer of Black Star Fund, an early-stage venture capital fund. Recently named the 2022 Entrepreneur of the Year by the Sacramento Metropolitan Chamber of Commerce, Kwame is also one of only twenty-one recipients of the prestigious Aspen Ascend Fellowship from The Aspen Institute. Kwame entered…

Jonathan Lederer, CFA | Director at Mission Creek Capital Partners. In his role at Mission Creek, Mr. Lederer provides investment management and advisory services on a discretionary basis for institutional, private clients and other advisors. Mr. Lederer joined the Sacramento Region Community Foundation board of directors in 2020 and has served on the Investment Committee…

Nora Moore Jimenez brings more than four decades of leadership experience across the music entertainment, business, and fundraising sectors. Known as an entrepreneurial, results-oriented executive, she has built successful initiatives that advance strategic goals for corporations and institutions alike. Her experience spans entertainment media, e-commerce, technology program development, and major gift fundraising for academic and…

Garry Maisel’s commitment to the community is evident in his every action as President and CEO of Western Health Advantage (WHA). As President, Garry has provided leadership at WHA from its start-up in 1996 to the present, with a current annual revenue of more than $800 million. WHA focuses on improving healthcare access and affordability…

Kathy is Senior Vice President for Hawksbill Group, a global diversified business and communications consulting firm based in Washington, DC that provides strategic counsel in public affairs, corporate communications, and business operations. She recently became a Principal at Hawksbill Advisors, a Hawksbill Group company focused on public policy and external and regulatory affairs worldwide. Previously,…