1 week ago
Alternative Investments for Endowments and Foundations
The elevated state of market volatility provides a timely reminder...
Financial Advisor,
Relationship Manager
Our firm welcomed Brittany in 2021. As a financial advisor and relationship manager, she provides investment advisory services to high-net-worth individuals, families, and institutions. When working with our clients, Brittany’s approach is very client-centric. She focuses on providing a positive experience and building long-term relationships while developing strategies to achieve goals.
Brittany joined CAPTRUST from Erickson Advisors—a fee-based registered advisory firm focused on educating and empowering its clients—where she served as a financial advisor. In this role, she managed wealth through a thoughtful investment lens, incorporating impact, environmental, social, and governance (ESG) and traditional investing strategies into planning methods to meet clients’ best interests and goals. Brittany earned a Bachelor of Science degree in finance from Virginia Polytechnic Institute and State University.
The elevated state of market volatility provides a timely reminder...
After three remarkable years of outsized returns in the stock...
Midway through 2022, investors and consumers are frustrated with rising...
Midway through 2022, investors and consumers are frustrated with rising...