1 week ago
SECURE 2.0 Opportunities for Plan Sponsors
While some SECURE 2.0 Act provisions are required for all...
Senior Vice President,
Financial Advisor
Jason joined CAPTRUST in 2023 from Monroe Vos Consulting. He serves as a financial advisor, and he primarily consults endowments and foundations, as well as plan sponsors, on their defined contribution plans.
Jason holds a Bachelor of Business Administration degree from the University of Notre Dame. He is a member of the National Association of Plan Advisors and enjoys playing golf, cooking, and listening to live music outside of work.
1 week ago
While some SECURE 2.0 Act provisions are required for all...
2 weeks ago
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
3 weeks ago
Higher education institutions have long relied on endowments to fund...
1 month ago
The digital world has opened many doors—including some to theft...