2 weeks ago
An Update on the Debt Ceiling
As the U.S. debt ceiling takes over the headlines, this...
Senior Consultant,
Family Office
CAPTRUST welcomed Annmarie in 2021, and she serves as a family office senior consultant at our firm. In this role, she provides cash management services for high-net-worth individuals, including bill paying, cash flow analysis, budgeting, and income projection. Annmarie also handles client payroll; provides accounting and reporting for client trusts and private foundations; and prepares tax returns for trusts, foundations, and individuals.
Annmarie joined CAPTRUST from RINET—a fee-only wealth management firm—where she was part of the firm’s trust management group and served as a senior trust advisor. Prior to joining RINET in 2012, Annmarie worked at State Street Global Advisors, where she was a principal and operations manager in the audit/tax support group. She holds a Bachelor of Science degree in finance from Boston College, and she started her career at State Street Bank and Trust Company as a global portfolio accountant.
2 weeks ago
As the U.S. debt ceiling takes over the headlines, this...
1 month ago
Investors entered the opening quarter of 2023 on the edge...
3 months ago
Two recent bank closures have put investors on high alert...
4 months ago
Fiduciary responsibilities for retirement plan sponsors are complex and ever...