1 month ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
Senior Financial Advisor
Bruce joined our team as a senior financial advisor in 2020. In this role, he provides investment and wealth management advice to clients and participates in investment decisions.
Before joining the firm, Bruce was a senior client advisor at MRA Associates, Prior to joining the MRA Associates team, Bruce worked at a variety of notable organizations, including Arthur Andersen, U.S. Bank, U.S. Trust, GenSpring Family Offices, and most recently, Okabena Company. His responsibilities at these firms included providing tax, estate planning, and investment services, most often for families with multigenerational needs and concerns. His investment experience includes stock research and selection, value proposition change initiatives, after-tax investing, design and use of separate account equity index solutions, and design and integration work for specially taxed trusts or other asset locations.
Rising inflation, the specter of higher interest rates, and the...
If 2021 could be summarized in one word, it would...
Recovery momentum within financial markets cooled during the third quarter...
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...