1 month ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
Principal
Our firm welcomed Ellen in 2021 as a principal. She brings over 25 years of experience in providing investment advisory services to institutional clients. At CAPTRUST, Ellen helps clients with corporate retirement plans, endowments, foundations, and healthcare institutions to achieve their goals and objectives while fulfilling their fiduciary duties.
Ellen joined us from Ellwood Associates—a comprehensive financial services firm—where she was a senior consultant. She also served as the practice leader for defined contribution plans where she led a team that drove the firm’s strategic thinking regarding the evolution of defined contribution plans and the regulatory changes affecting them.
Prior to joining Ellwood, Ellen worked as a high-yield fixed-income securities analyst at Lincoln Capital Management, a Chicago-based investment firm. She received a Bachelor of Science degree in finance and marketing from Creighton University. Outside of work, Ellen serves her community by volunteering for the Leaders Investing for Tomorrow organization.
Rising inflation, the specter of higher interest rates, and the...
If 2021 could be summarized in one word, it would...
In this webinar recording, a panel of retirement plan experts...
Recovery momentum within financial markets cooled during the third quarter...