1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
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.
1 month ago
Investors entered the opening quarter of 2023 on the edge...
2 months ago
Despite dramatic headlines this quarter, markets have delivered modest results....
4 months ago
A year ago, markets were coming off one of the...
4 months ago
In this edition of Investment Strategy, Sam Kirby of...