Mike Volo

Mike Volo is an institutional investment advisor with CAPTRUST, one of the largest independent retirement plan and investment advisory firms in the country. 

CAPTRUST welcomed Mike to the firm in 2021. He has over 30 years of experience in the investment advisory and retirement services industries. Mike works alongside nonprofit organizations, higher education institutions, corporations, and public sector retirement plan sponsors to help solve their biggest challenges—managing fiduciary risk and helping employees to retire successfully. Mike is perennially named to the PLANADVISER Top Retirement Plan Advisers list, and his team has been recognized by the National Association of Plan Advisors (NAPA) as the #1 ranked Defined Contribution (DC) Advisor Team in the country.  

He joined CAPTRUST from Cammack Retirement Group—a leading national, independent retirement plan consulting and investment advisory firm—where he served as senior partner. Mike is a recognized retirement savings expert with a passion for clients and their employees, who excels at developing innovative and effective solutions.  

Prior to joining Cammack Retirement, Mike led the client service organization, focused on tax-exempt institutions, as senior vice president at Fidelity Investments. He also served as the head of acquisition and client marketing for Fidelity. Additionally, Mike served as the chief marketing officer and head of product management of Scudder Investments. He received his Bachelor of Science degree in finance from Boston College.  

Mike has been involved with Bottom Line for more than a quarter of a century, having initially served on the Board of Directors starting in 1999.