2 months ago
Market Update | July 2023
As we pass the midpoint of 2023, the market...
Analyst,
Portfolio Management
Corey joined CAPTRUST in 2023 from Aevitas Wealth Management and serves as a portfolio management analyst. He is dedicated to assisting with trading, investment wholesaler communications, and portfolio management for individuals and families. Corey’s passion for the investment world is fueled by a desire to help clients achieve their financial goals. Because of this, Corey is currently a candidate for the Chartered Financial Analyst designation.
Corey holds a Bachelor of Science in marketing from Roger Williams University. Outside of work, Corey is an avid sports fan and can often be found on the soccer field. Additionally, he enjoys kayaking, hiking, and cooking with his wife and two children.
2 months ago
As we pass the midpoint of 2023, the market...
4 months ago
As the U.S. debt ceiling takes over the headlines, this...
5 months ago
Wealth Management Firm Expands Presence in the...
5 months ago
If you haven’t made a plan for what will happen...