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Decoding Decumulation: Empowering Plan Participants (Webinar Recording)
As baby boomers retire, many plan sponsors are shifting their...
Financial Advisor
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.
5 days ago
As baby boomers retire, many plan sponsors are shifting their...
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The classic 1982 film Never Say Never Again marked Sean...
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In this edition of Investment Strategy, Sam Kirby of...