4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
David joined CAPTRUST in 2003 and serves as a manager, wealth investments. He performs individual client portfolio analysis and recommendations. David also conducts research and makes recommendations on investment solutions including concentrated stock and SMA solutions. Prior to joining the firm, David worked at Checkfree Investment Services where he supported software packages geared towards performance reporting and manager due diligence, and has worked in the industry since 2003.