3 weeks ago
Market Thoughts 3.13.2023
Two recent bank closures have put investors on high alert...
Vice President,
Financial Advisor
CAPTRUST welcomed Adam in 2019, and he currently serves as a vice president and financial advisor. He is responsible for providing comprehensive wealth management solutions to high-net-worth individuals, families, and institutions.
Adam joined CAPTRUST from South Texas Money Management, where he served as a fixed income trader and associate portfolio manager. Prior to South Texas Money Management, Adam worked as a portfolio manager at Investment Professionals, Inc. He was part of a team that innovated the idea of municipal bond management into a hedge fund. He has been in the financial industry for over 22 years.
Outside of work, Adam enjoys spending time with his wife, Kristin, and son, Andrew, watching sporting events, enjoying local parks, and trying the newest restaurants around town.
3 weeks ago
Two recent bank closures have put investors on high alert...
2 months ago
Fiduciary responsibilities for retirement plan sponsors are complex and ever...
2 months ago
A year ago, markets were coming off one of the...
2 months ago
In this edition of Investment Strategy, Sam Kirby of...