2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Principal
Andy joined CAPTRUST in 2021 from Ellwood Associates and serves as a principal and financial advisor. He provides investment advisory services to clients, focusing on corporate and public retirement plans, endowments, foundations, and healthcare institutions. Andy aims to fuel growth through customized programs that are practical, research-grounded, and client-centric.
Prior to joining the firm, he served as an Ellwood 401(k) Investment Committee member and was head of sustainable investing. Andy holds a Bachelor of Science degree in finance from the University of Illinois at Urbana-Champaign.
2 months ago
In this edition of Investment Strategy, Sam Kirby of...
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