4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Senior Vice President,
Financial Advisor
Dan joined CAPTRUST in 2014 as senior vice president, financial advisor with the firm’s merger with DCAdvisors, and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to the merger, Dan served as managing director of DCAdvisors where he oversaw all consulting efforts of the firm. Previous to his founding of DCAdvisors, Dan served as vice president and member of the board of directors for Wyatt Asset Services, and also as an institutional trust officer with Chicago Title and Trust Company. He is frequently quoted in industry publications, including Institutional Investor, Pensions & Investments, and PLANSPONSOR magazine, and has served in the industry since 1985.
Taking a little time out to understand the basics of...
It’s early the morning of November 4, the day after...
We are pleased to announce 11 CAPTRUST advisor teams have...
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