2 weeks ago
Carlyle Joins GTCR As Strategic Investor in CAPTRUST
CAPTRUST announced a minority growth investment from funds managed by...
601 Poydras Street #1855
New Orleans,
LA
70130
Phone: 504.799.3170
Mon–Fri, 8:00 am–5:00 pm
Wealth Management
Client Portal
Dallas Office
San Antonio Office
Taylor J. Billings, CFA®
Financial Advisor,
Relationship Manager
Tara Fuselier, CPA
Vice President,
Financial Advisor
Katie M. Gibert, CPA
Principal
Luke M. Hayes, CPA
Financial Advisor,
Relationship Manager
Jeremy T. Head, CPA, CFP®
Principal
Colleen Reese, CPA
Financial Advisor,
Relationship Manager
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...