2 months ago
Post-Election Market Update
With November 3 behind us, CAPTRUST Chief Investment Officer Kevin...
Vice President,
Financial Advisor
Aaron joined CAPTRUST in 2020 as a vice president and financial advisor responsible for providing investment advisory services to high-net-worth individuals, families, and institutions.
Prior to joining CAPTRUST, Aaron spent more than eight years with Lakeside Wealth Management, a firm specializing in financial planning, fiduciary and corporate qualified plan consulting, small business services, risk and asset management, and estate, tax, and life insurance planning since 2002. There, he served as director of the firm’s wealth management division and was responsible for handling complex financial planning and strategizing that aligned with clients’ financial goals. Prior to his work at Lakeside, Aaron was a financial consultant at Charles Schwab in Richfield, Ohio. He also served as a financial advisor at Morgan Stanley.
When he is not at the office or with a client, Aaron enjoys camping and being a handyman.
With November 3 behind us, CAPTRUST Chief Investment Officer Kevin...
Taking a little time out to understand the basics of...
It’s early the morning of November 4, the day after...
In this video, CAPTRUST Chief Investment Officer Kevin Barry recaps...