1 month ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
Senior Financial Advisor
Claude became part of CAPTRUST in 2018 when FCE Group joined CAPTRUST. He serves as a senior financial advisor and is responsible for providing comprehensive wealth management advisory services. Claude is experienced in providing trusted, highly skilled, fee-based, client-focused wealth management, investment advisory, and financial planning services, and has a history of maintaining client relationships over the long term and getting to know clients in depth.
Claude joined FCE Group in July 2011 as a managing director heading up the financial planning team. Prior to joining FCE Group, Claude spent eight years at Citigroup Global Wealth Management as equity and fixed income portfolio manager, overseeing more than $100 million in client assets. From 2001 through 2003, he served as a consultant for Winston Resources. Claude has over 20 years of investment experience serving high-net worth clients.
Rising inflation, the specter of higher interest rates, and the...
The first three months of 2022 have been a roller...
The National Association of Plan Advisors (NAPA) recently named 27...
If 2021 could be summarized in one word, it would...