3 weeks ago
Fiduciary Update | May 2022
In this edition of Fiduciary Update, CAPTRUST shares insights on...
Principal,
Financial Advisor
CAPTRUST welcomed Emily to the firm in 2021 from Cammack Retirement Group – a leading national, independent retirement plan consulting and investment advisory firm where she served as a vice president leading the firm’s public market practice.
Emily has over 13 years of experience in providing retirement plan consulting and advisory services to retirement plans across the country including states, state systems, cities, counties, and special districts. She specializes in conducting requests for proposals, recordkeeper implementations as well as working to ensure the successful delivery of recordkeeper services. In addition to recordkeeper selection and implementation work, Emily partners with clients in all aspects of the due diligence process, including investment analysis, plan design, compliance, regulatory, and process changes.
She received a Bachelor of Arts degree in psychology from the University of Richmond.
In this edition of Fiduciary Update, CAPTRUST shares insights on...
The first three months of 2022 have been a roller...
In this edition of Fiduciary Update, CAPTRUST’s Drew McCorkle enlightens...
After a turbulent 2021, everyone is ready to get back...