1 year ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
Senior Financial Advisor
David joined CAPTRUST in 2015 and serves as a senior financial advisor in the firm’s partnership with MFP Strategies. He is responsible for providing retirement plan advisory services to corporate fiduciaries, endowments, and foundations. Prior to joining the firm, David served as managing director and has worked in the industry since 1998.
When he is not in the office or with a client, David enjoys playing golf, going to the gym, spending time with his family, and doing yard work.
1 year ago
The National Association of Plan Advisors (NAPA) recently named 27...
1 year ago
This webinar recording explores the new retirement plan trends and...
2 years ago
The Triangle Business Journal recently announced its Best Places to...
2 years ago
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...