3 weeks ago
Market Thoughts 3.13.2023
Two recent bank closures have put investors on high alert...
Financial Advisor,
Relationship Manager
CAPTRUST welcomed Brandon in 2014, and he currently serves as a financial advisor and relationship manager. He is responsible for maintaining client relationships, providing fiduciary services to corporate plan sponsors, and assisting with pre-sale marketing efforts.
Prior to his role as a relationship manager, Brandon served as a manager on the CAPTRUST nonqualified executive benefits business line. Brandon earned a Bachelor of Business Administration degree with concentrations in finance and economics from Pace University in New York and a Master of Business Administration degree with concentration in financial management from North Carolina State University. He is currently a board member for NAPA NQPA™ Designation and Conferences.
Outside of work, Brandon enjoys spending time with family, golfing, fishing, and snowboarding.
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
In this edition of our quarterly Fiduciary Update, CAPTRUST Financial...
4 months ago
As a plan sponsor, it’s important to not only assist...