4 months ago
An Update on the Debt Ceiling
As the U.S. debt ceiling takes over the headlines, this...
Financial Advisor,
Relationship Manager
Carol joined CAPTRUST in 2022 and provides investment advisory services to endowments, foundations, and corporate retirement plans. Prior to joining CAPTRUST, Carol held various finance and investment roles for a global wealth management firm and other investment-oriented firms. In addition to advisory work, she enjoys teaching part-time in the undergraduate finance and financial planning programs at Arizona State University.
Carol holds a bachelor’s degree and a Master of Business Administration degree from Arizona State University, in addition to the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst (CFA). When she’s not working, she enjoys reading, hiking, cooking from scratch, and gathering with friends and family.
4 months ago
As the U.S. debt ceiling takes over the headlines, this...
5 months ago
Scott Matheson and Dawn McPherson are joined by John Sullivan,...
6 months ago
In this month’s Revamping Retirement, Jennifer Doss and Dawn McPherson...
7 months ago
While some SECURE 2.0 Act provisions are required for all...