5 days ago
Upcoming Webinar! Tax Planning and Planned Giving Strategies for Nonprofits
Eric W. Bailey, CFA®
Principal,
Head of Endowments & Foundations
Jennifer Arps, CFP®
Director,
Tax and Client Advisor
News & Resources
Stay informed with the latest insights and happenings from CAPTRUST.
Featured Posts
6 days ago
Dueling Narratives
Sam Kirby, CFA®
Senior Director,
Investment Strategist
1 week ago
Tax Planning Changes (Webinar Recording)
Edward V. Welch, Jr.
Managing Director,
Head of Wealth Management
Michael J. Vogelzang, CFA®
Managing Director,
Chief Investment Officer
2 weeks ago
Upcoming Webinar! Advisor Requests for Proposals (RFPs) in a Post-Pandemic World: Best Practices and Fundamentals
Greg Middleton, ARPS
Senior Director,
Marketing
Emily Wrightson
Principal,
Financial Advisor
Travis Whitten, CFP®
Senior Vice President,
Financial Advisor
2 weeks ago
Market Update | July 2021
Michael J. Vogelzang, CFA®
Managing Director,
Chief Investment Officer
2 weeks ago
Understanding Medicare
4 weeks ago
CAPTRUST Adds 50th Firm: Nachman Norwood & Parrott Wealth Management
1 month ago
Cybersecurity and Retirement Plans: What Plan Sponsors Need to Know (Webinar Recording)
Jon Meyer
Chief Technology Officer
Devyn Duex, AIF®, C(k)P®, CPFA, CRPS®, NQPA®
Vice President,
Financial Advisor
Michael A. Webb, CEBS
Senior Financial Advisor
Jennifer Doss, CRPS®, QKA
Senior Director,
Defined Contribution Practice Leader
