2 weeks ago
Carlyle Joins GTCR As Strategic Investor in CAPTRUST
CAPTRUST announced a minority growth investment from funds managed by...
5005 LBJ Freeway #1313
Dallas,
TX
75244
Phone: 972.661.4600
Mon–Fri, 8:00 am–5:00 pm
Wealth Management
Client Portal
New Orleans Office
San Antonio Office
Philip M. de Bruyn, LUTCF®
Principal
Daniel T. Drake, CFP®, CIMA®
Principal
Thomas S. Gile, CIMA®
Principal
Anthony Harvot, CFP®
Financial Advisor,
Relationship Manager
Michael A. Horlick, CFP®, CPA, PFS, CFA
Principal
Brandon H. Kershaw
Principal
Jarod Maloney, CPA
Vice President,
Financial Advisor
Kelly H. Pattillo, CPA
Principal
2 weeks ago
CAPTRUST announced a minority growth investment from funds managed by...
1 month ago
Fourth Annual Giving...
3 months ago
Bolsters Firm’s Presence in Texas and...
4 months ago
Net unrealized appreciation, or NUA, is a tax strategy that...