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Market Update | January 2023
A year ago, markets were coming off one of the...
Principal,
Financial Advisor
Chip joined CAPTRUST in 2020 as a principal and financial advisor responsible for providing investment advisory services to high-net-worth individuals, families, and institutions.
Prior to joining CAPTRUST, Chip spent more than fifteen years with Lakeside Wealth Management, a firm specializing in financial planning, fiduciary and corporate qualified plan consulting, small business services, risk and asset management, and estate, tax, and life insurance planning since 2002. There, Chip held the position of chief investment officer, where he oversaw a large team of asset management professionals responsible for evaluating and maintaining investment models, updating the firm on industry trends, and researching complex fund strategies for both private wealth clients and corporate retirement planning. Prior to his work at Lakeside Wealth Management, Chip spent several years as a specialist for the Chicago Stock Exchange.
When Chip is not working with his clients, he enjoys boating, fishing, and hunting.
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