3 weeks ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
Principal
Our firm welcomed Dale in 2021. He joined us from Ellwood Associates—a comprehensive financial services firm—where he served as a senior consultant. In this role, Dale was responsible for overseeing Ellwood’s investment consulting services to public retirement clients. He also led the core real estate manager research team and managed the Greenwood Village office.
Dale joined Ellwood as part of the acquisition of Watershed Investment Consultants, Inc. Watershed was an investment consulting firm for which he was a co-founder, managing director, and senior consultant.
At CAPTRUST, Dale relies on his extensive experience as a corporate officer and senior consultant when working alongside our retirement clients.
After three remarkable years of outsized returns in the stock...
Rising inflation, the specter of higher interest rates, and the...
If 2021 could be summarized in one word, it would...
Recovery momentum within financial markets cooled during the third quarter...