2 weeks ago
Financial Tips for New Parents
The birth of your first child is a wonderful time...
Senior Vice President,
Financial Advisor
David joined CAPTRUST in 2022 from TrustCore Financial Services. In the industry since 1979, David services the needs of clients as senior vice president and financial advisor. He holds both a Bachelor of Arts degree and a Master of Business Administration degree from Vanderbilt University and is a member of the CFA Society Nashville.
Outside of work, David enjoys spending time with his family, nature, and reading.
2 weeks ago
The birth of your first child is a wonderful time...
3 weeks ago
CAPTRUST Financial Advisors announced today the addition of TrustCore Financial...
3 weeks ago
The money and property you own when you die (i.e.,...
2 months ago
If managed properly, Institutional Asset Pools (IAPs), like cash reserves...