Board of Trustees Public Meeting and Calendar of Agenda Items May 2026
CAPTRUST Continues as Advisor to CUNY Retirement Plans
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Description
CUNY continues to utilize CapFinancial Partners, LLC d/b/a CAPTRUST Financial Advisors as its investment advisor for the Optional Retirement Program and Tax Deferred Annuity Plan. CAPTRUST advises on the plan’s fund lineup consistent with the University’s Investment Policy Statement.
Contract Details
Vendor
CAPFINANCIAL PARTNERS LLC DBA CAPTRUST FINANCIAL ADVISORS
Agency
Cuny School Of Law, NY
Contract Type
FINANCIAL_SERVICES
Document Date
May 9, 2026
Renewal Info
Existing advisory engagement referenced in context of 2026 changes to ORP and TDA investment options; no new term or amendment is specified in this document.
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