4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Greg joined CAPTRUST in 2014 and serves as a senior manager, compliance, responsible for supporting the chief compliance officer in the firm’s efforts to comply with federal, state, and SRO regulation of its investment advisory and broker/dealer business. Prior to joining the firm, Greg served as director of network office supervision at Northwestern Mutual, and has worked in the industry since 1995.