2 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
Jeremy Altfeder, CFP®
Senior Financial Advisor
- Atlanta, GA
- Shawshank Redemption
- Robert Plant, Harry Truman, and Gary Gulman
- Trust and confidence are built from execution.
- Pensiveness, attentiveness, and preparedness
Financial Advisors
Jeremy is a wealth management advisor who works out of the Raleigh, NC office.
Jeremy joined CAPTRUST in 2008 and serves as a senior financial advisor responsible for providing comprehensive wealth management and retirement advisory services to high-net-worth investors. Prior to joining the firm, Jeremy worked as a licensed financial specialist at Wachovia Bank and Wachovia Securities and has worked in the industry since 2005. Jeremy was a recipient of the CAPTRUST Client Service Brick Award in 2010.
Education
- Bachelor of Arts degree in journalism from the University of Georgia
- Bachelor of Arts degree in political science from the University of Georgia
Industry Designations
- CERTIFIED FINANCIAL PLANNER™
Awards & Recognition
- CAPTRUST Client Service Award | 2010
Memberships
- Board Treasurer, Raleigh Oak Charter School
News & Resources
Resources
Wealth Management
3 months ago
Financial Planning Checklist for Times of Crisis
It can be tough to keep cool when you see...
Resources
3 months ago
House Passes Historic Coronavirus Stimulus Package
Today, the House of Representatives passed and President Trump is...
VESTED Magazine
9 months ago
Listen Up!
Remember Must See TV from the 1990s? If you didn’t...