2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Vice President,
Financial Advisor
Heather joined CAPTRUST in 2015 as vice president and financial advisor and is responsible for helping 401(k) and 403(b) plan sponsors manage their plans more effectively with independent advice on investments, plan design, participant engagement, vendor management, and fiduciary process. Prior to joining the firm, Heather served as a 401(k) consultant with Paychex, and has worked in the industry since 2005.
2 months ago
In this edition of Investment Strategy, Sam Kirby of...
5 months ago
Thirteen CAPTRUST Advisors recognized on NAPA’s Top Women Advisors...
5 months ago
The third quarter of 2022 saw rising inflation and recession...
8 months ago
After three remarkable years of outsized returns in the stock...