3 weeks ago
Market Thoughts 3.13.2023
Two recent bank closures have put investors on high alert...
Principal,
Financial Advisor
David joined CAPTRUST in 2022 and has been in the industry since 1989. He serves as a principal and financial advisor, and his primary focus is serving as his clients’ personal CFO. Based on a holistic team approach, David works with our staff and outside professionals such as attorneys and CPAs to ensure clients’ portfolios are integrated with their tax and estate planning. He holds a Bachelor of Arts degree in psychology from Wake Forest University.
Outside of work, David enjoys playing tennis, working out, boating, fishing, and volunteering.
3 weeks ago
Two recent bank closures have put investors on high alert...
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