5 days ago
Decoding Decumulation: Empowering Plan Participants (Webinar Recording)
As baby boomers retire, many plan sponsors are shifting their...
- With CAPTRUST Since 2019
- 617.348.3100
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One Liberty Square 13th Floor
Boston, MA 02109
Cara Cannon
Financial Advisor
- Philadelphia, PA
- The Logic of Life
- Ruth Bader Ginsberg, Leonardo Dicaprio, and my mother
- The greatest glory in living lies not in never falling, but in rising every time we fall.
- Authenticity, kindness, and humor
Financial Advisors
Cara Cannon is a wealth management financial advisor based in Boston, MA.
Cara joined CAPTRUST in 2020 and serves as a financial advisor, responsible for providing comprehensive wealth management and investment advisory services to high-net-worth investors, private wealth clients, and corporate executives.
Cara joined us from Glenmede—a leading investment and wealth management firm—where she served as a senior portfolio management associate. Prior to Glenmede, she was vice president of client relations at Insight Advisors. Cara earned a Bachelor of Science degree in finance and marketing from the University of Pittsburgh.
Education
- Bachelor of Science degree in finance and marketing from the University of Pittsburgh
News & Resources
Retirement Plans
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Never Say Never
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Investors in Limbo as Fed and Markets Clash
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Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
