2 weeks ago
Episode 52: Millennials and Retirement with Katie Gatti Tassin
In this episode, Scott Matheson and Jennifer Doss talk with...
Financial Advisor,
Relationship Manager
Brenda joined CAPTRUST in 2023 and is a financial advisor relationship manager on the Religious Services advisory team. She’s responsible for providing high-quality service to clients and implementing business management initiatives to support team’s day-to-day operations. Brenda is a results-driven financial service professional, focused on business development for several private and public asset classes since 2005. Prior to joining CAPTRUST, she was managing director at Safe Harbor Equity and senior VP at LM Capital Group.
Brenda holds a Bachelor of Science degree in psychology from Florida International University and a Master’s degree in social science administration from Case Western Reserve University. She has a passion for helping and creating an ecosystem of collaboration and partnerships. She serves on the New York chapter board of the National Association of Securities Professionals and has been an active contributor and member of the New America Alliance.
Outside of the office, Brenda enjoys exercising, gardening, traveling, family events, and music.
2 weeks ago
In this episode, Scott Matheson and Jennifer Doss talk with...
3 weeks ago
As the U.S. debt ceiling takes over the headlines, this...
3 months ago
While some SECURE 2.0 Act provisions are required for all...
3 months ago
Two recent bank closures have put investors on high alert...