1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
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.
1 month ago
Investors entered the opening quarter of 2023 on the edge...
1 month ago
Barron’s recently ranked 22 CAPTRUST advisor teams on the prestigious...
2 months ago
PLANADVISER named 13 CAPTRUST advisors to its esteemed Top Retirement...
4 months ago
In this edition of Investment Strategy, Sam Kirby of...