2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Associate,
Relationship Manager
CAPTRUST welcomed Britni to our team in 2021. As a relationship manager, she supports the firm’s operations by building financial plans, maintaining client accounts, and cashiering. Additionally, Britni prepares performance reports, reconciliation, and tax returns for clients.
Britni joined us from Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where she served as an associate wealth advisor. She earned a Bachelor of Science degree in personal financial planning from Texas Tech University.
In her free time, Britni enjoys keeping up to date on shows, going to the gym, and cuddling with her Great Dane.
2 months ago
In this edition of Investment Strategy, Sam Kirby of...
5 months ago
The third quarter of 2022 saw rising inflation and recession...
8 months ago
After three remarkable years of outsized returns in the stock...
12 months ago
Rising inflation, the specter of higher interest rates, and the...