2 weeks ago
Cause and Effect
Sam Kirby, CFA®
Senior Director,
Investment Strategist
Kevin Barry, CFA®, PRM™
Chief Investment Officer
News & Resources
Stay informed with the latest insights and happenings from CAPTRUST.
Featured Posts
3 weeks ago
Preparing Your Financial and Personal Health “Portfolios” for Longevity (Webinar Recording)
Kevin Barry, CFA®, PRM™
Chief Investment Officer
Catherine Seeber, CFP®, CeFT®
Vice President,
Financial Advisor
Edward V. Welch, Jr.
Managing Principal,
Head of Wealth Management
3 weeks ago
Market Update | April 2021
Kevin Barry, CFA®, PRM™
Chief Investment Officer
4 weeks ago
An Early 2021 Surprise—Cybersecurity Guidance from the Department of Labor
Michael A. Webb, CEBS
Senior Financial Advisor
4 weeks ago
Trends in Fee Benchmarking for Plan Sponsors (Webinar Recording)
Jennifer Doss, CRPS®, QKA
Senior Director,
Defined Contribution Practice Leader
Jean Duffy, AIFA®, ARPC
Senior Vice President,
Financial Advisor
Daniel Esch
Senior Vice President,
Financial Advisor
1 month ago
CAPTRUST Continues to Grow Northern California Wealth Management Offering with Addition of Pacific Investment Consultants
2 months ago
Recordkeeper Consolidation: A Retirement Plan Industry Trend
Michael A. Webb, CEBS
Senior Financial Advisor
2 months ago
Financial Wellness: What’s Next?
Jennifer Doss, CRPS®, QKA
Senior Director,
Defined Contribution Practice Leader
