1 month ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
Senior Vice President,
Financial Advisor
David joined CAPTRUST from South Texas Money Management in 2019. He serves as a senior vice president and financial advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives.
Prior to joining the firm, David served as an executive vice president and relationship manager at South Texas Money Management. He earned his Bachelor of Arts degree in economics from Bowdoin College.
After three remarkable years of outsized returns in the stock...
Rising inflation, the specter of higher interest rates, and the...
The National Association of Plan Advisors (NAPA) recently named 27...
If 2021 could be summarized in one word, it would...