1 month ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
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.
After three remarkable years of outsized returns in the stock...
Rising inflation, the specter of higher interest rates, and the...
The National Association of Plan Advisors (NAPA) recently named 27...
If 2021 could be summarized in one word, it would...