2 months ago
Market Update | January 2023
A year ago, markets were coming off one of the...
Principal,
Financial Advisor
Jimmy joined CAPTRUST in 1997 as principal and financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and business owners. Prior to joining the firm, Jimmy worked at Interstate Johnson Lane’s investment consulting group and has worked in the industry since 1989.
2 months ago
A year ago, markets were coming off one of the...
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