3 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
4 months ago
Financial Planning Checklist for Times of Crisis
It can be tough to keep cool when you see...
Resources
4 months ago
House Passes Historic Coronavirus Stimulus Package
Today, the House of Representatives passed and President Trump is...
VESTED Magazine
10 months ago
Listen Up!
Remember Must See TV from the 1990s? If you didn’t...