7 days ago
Market Thoughts 3.13.2023
Two recent bank closures have put investors on high alert...
Financial Advisor,
Relationship Manager
Brent joined CAPTRUST in 2016 and currently serves as a financial advisor and relationship manager. He is responsible for advising defined contribution, defined benefit, and nonqualified deferred compensation plan clients in the areas of fiduciary process management, plan design, investments, recordkeeper oversight, and participant financial wellness. Brent also delivers quarterly investment reviews and recommendations to retirement plan committees.
Prior to joining CAPTRUST, Brent held positions as a benefits consultant, 401(k) consultant, and actuarial analyst. He holds three industry designations—as well as Bachelor of Science and Master of Business Administration degrees—and has worked in the industry since 2008.
Outside of work, Brent enjoys spending time with his wife and two kids, exploring outside, playing and watching sports, and watching movies.
7 days 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...
3 months ago
As a plan sponsor, it’s important to not only assist...