3 weeks ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Financial Advisor
Brendan joined CAPTRUST in 2019 and has more than five years of wealth management experience. Brendan specializes in providing financial advice to retirement plan participants, comprehensive wealth management services to high-net-worth investors, professionals, corporate executives, and successful business owners. He is dedicated to helping individuals and families grow and protect their wealth. Brendan assists in all areas of financial planning such as retirement planning, corporate benefits planning, estate planning, tax planning, education planning, investments, and insurance.
Outside of work, Brendan enjoys spending time with family and friends, working out, going to the beach, and playing golf.
3 weeks ago
In this edition of Investment Strategy, Sam Kirby of...
4 months ago
The third quarter of 2022 saw rising inflation and recession...
7 months ago
After three remarkable years of outsized returns in the stock...
10 months ago
Rising inflation, the specter of higher interest rates, and the...