2 months ago
VESTED Voices: Bob McCutcheon
In 2018, Bob McCutcheon returned to his lifelong passion for...
Senior Financial Advisor,
Relationship Manager
Deanna joined CAPTRUST in 2015 as a senior financial advisor with the Santa Barbara team. She is responsible for developing new client relationships, providing sound financial advice to existing clients, and conducting and documenting quarterly portfolio and account reviews. She is also charged with building and supporting a practice serving retirement plan clients, including qualified plan sponsors, fiduciaries, key executives in nonqualified plans, and plan participants.
Prior to CAPTRUST, Deanna served as lead relationship manager at Pensionmark and has worked in the industry since 1992.
2 months ago
In 2018, Bob McCutcheon returned to his lifelong passion for...
2 months ago
The classic 1982 film Never Say Never Again marked Sean...
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As we pass the midpoint of 2023, the market...
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As a founder of the nonprofit Battlefields to Ballfields, NFL...