2 months ago
Mission or Values: Which Comes First?
To chart a course, it helps to have a compass....
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 months ago
To chart a course, it helps to have a compass....
3 months ago
If properly managed, Institutional Asset Pools (IAPs), like cash reserves...
7 months ago
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
8 months ago
The Employee Retirement Income Security Act (ERISA) establishes fiduciary responsibilities...