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About Us

Marshall J. Cobb, Senior Vice President | Financial Advisor

about_us_m_cobb Marshall began working with qualified plans in 1990 and spent the bulk of that decade as a representative of retirement plan vendors. He held prominent sales and management positions within these firms but did not find satisfaction representing a particular product to clients with diverse needs. Using his first-hand knowledge of the vendor community, Marshall launched a qualified retirement plan consulting practice in the fall of 2001. This consulting practice culminated with the opening of Cobb Retirement Solutions, LLC (CRS) in the summer of 2003, now affiliated with CAPTRUST Financial Advisors.

Marshall is proud to serve as an investment advisor and advocate for a number of local and national employers. He has been featured as a speaker for the Southwest Benefits Association and in publications such as MSN Money, The Houston Chronicle, The Journal of Pension Benefits and The Houston Business Journal. Marshall holds a B.S. from the University of Texas. He is a member of the Southwest Benefits Association (SWBA), the Financial Planning Association (FPA), the Society for Human Resource Management (SHRM), the American Society of Pension Professional&Actuaries (ASPPA) and the Institute of Certified Bankers (ICB). Marshall holds the Certified Retirement Services Professional (CRSP) and Accredited Investment Fiduciary® (AIF®) designations.


John Matejka, Financial Advisor Relationship Manager

about_us_j_matejka John joined CAPTRUST in 2011, bringing over 14 years of industry experience working with qualified and nonqualified retirement plans, education plans and investment products.  His primary responsibilities at CAPTRUST include relationship management for corporate retirement plan fiduciaries, conducting education seminars, and providing investment reviews.  Prior to joining CAPTRUST, John worked at Cobb Retirement Solutions as a Financial Advisor/Senior Analyst servicing institutional clients with retirement plan assets ranging from $2 million to $900 million.  Prior to that, he worked at Fidelity Investments as a Retirement Counselor covering the tax-exempt market and at AIM/Invesco as Internal Manager of the Retirement and Institutional Sales Division.  He is a Charted Retirement Plan Specialist designee (CRPS®) through the College for Financial Planning.  John is a graduate from Texas A&M University and served in the United States Navy.

 

 

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