2 weeks ago
The Latest Trends in Advisor Requests for Proposals (Webinar Recording)
In this webinar recording, we discuss recent developments that impact...
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.
In this webinar recording, we discuss recent developments that impact...
For many endowments and foundations, plans to change or add...
This $1.9 trillion coronavirus relief package is designed to accelerate...
While the ARP contains a variety of fiscal stimulus measures,...