Dale joined CAPTRUST in 2021 from Ellwood Associates and serves as a principal and financial advisor. Dale was responsible for overseeing Ellwood’s investment consulting services to public retirement clients. He also led the core real estate manager research team and managed the Greenwood Village office. Dale joined Ellwood as part of the acquisition of Watershed Investment Consultants, Inc. Watershed was an investment consulting firm for which he was a co-founder, managing director, and senior consultant. At CAPTRUST, Dale relies on his extensive experience as a corporate officer and senior consultant when working alongside our retirement clients.