1 month ago
Advisor RFPs: The Ultimate Step-by-Step Guide (Webinar Recording)
Advisor RFPs are often a necessary part of fulfilling your...
Senior Director,
Marketing
As a senior director within the Advisor Support Group, Greg is responsible for the department’s marketing operations, sales enablement and business development support function, conference and event support, and overall program and initiative execution. Throughout more than two decades at CAPTRUST, Greg has held multiple roles within the Advisor Support Group and Marketing teams focused on a broad array of financial advisor growth, service, and practice management needs in addition to developing, supporting, and enhancing the CAPTRUST brand. Greg is a member of the firm’s CAPTRUST Way Culture Committee, Editorial Advisory Board, and CAPTRUST Community Foundation Grants Committee.
1 month ago
Advisor RFPs are often a necessary part of fulfilling your...
8 months ago
In this webinar recording, CAPTRUST shares an overview of best...
12 months ago
In this webinar recording, we discuss recent developments that impact...
2 years ago
For many endowments and foundations, plans to change or add...