1 month ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
Principal,
Financial Advisor
Jason joined CAPTRUST in 2006 as principal and financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. He is highly motivated to create quality fiduciary processes for clients that result in great outcomes for the committee, company, and their employees. Prior to joining the firm, Jason served as regional vice president with Lincoln Financial Group’s Institutional Retirement plan division and has worked in the industry since 2000.
When he is not in the office or with a client, Jason enjoys boating, fishing, coaching, and, most of all, spending time with his family.
Rising inflation, the specter of higher interest rates, and the...
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