3 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
- With CAPTRUST Since 2008
- 919.870.6822
-
4208 Six Forks Rd.
Suite 1700
Raleigh, NC 27609
Hugh Wilson Cole III (Trae), CFP®
Financial Advisor,
Wealth Management
- Durham, NC
- Federalist Papers | A River Runs Through It
- General Patton, Ben Franklin, and my father
- With victory and defeat treat both the same.
- Honesty, patience, and the ability to laugh
Financial Advisors
Trae is a wealth advisor based in Raleigh, NC.
Trae joined CAPTRUST in 2008 as a financial advisor and is responsible for providing comprehensive wealth management and retirement advisory services to high-net-worth investors, private foundations, and corporate executives. Prior to joining the firm, he served as a financial advisor for NewBridge Investment Services, Inc., and has worked in the industry since 2000.
Education
- Bachelor of Science degree in textiles management and political science from North Carolina State University
Industry Designations
- CERTIFIED FINANCIAL PLANNER™
News & Resources
Resources
Wealth Management
4 months ago
Financial Planning Checklist for Times of Crisis
It can be tough to keep cool when you see...
Resources
4 months ago
House Passes Historic Coronavirus Stimulus Package
Today, the House of Representatives passed and President Trump is...
Announcements
1 year ago
CAPTRUST Announces Performance Results for 2018
CAPTRUST concluded 2018 with total assets under advisement of more...