2 months ago
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
Senior Vice President,
CAPTRUST welcomed Beth to our team in 2020. She has over 20 years of experience in providing solutions for high-net-worth clients in the financial services industry. Beth joined us from Shine Wealth Partners—one of the first fee-only advisory firms in the country. As a senior wealth advisor and principal at Shine, Beth integrated the highest level of institutional portfolio management with deep, broad financial planning expertise.
Prior to joining Shine, Beth provided customized financial advice and built relationships with private clients at Charles Schwab & Co. She also spent 12 years working in the healthcare industry. Beth holds a Bachelor of Science degree from Pennsylvania State University and a Master of Business Administration degree from Boston University.
Beth is an avid sports fan and loves the outdoors and the beauty of Colorado. When she is not at work, she enjoys skiing, swimming, hiking, and entertaining friends and family.