4 months ago
The Importance of Fiduciary Training
Fiduciary responsibilities for retirement plan sponsors are complex and ever...
Vice President,
Financial Advisor
Jeremy joined CAPTRUST in 2022 and serves as vice president and financial advisor. He is responsible for providing comprehensive wealth management and retirement advisory services to high-net-worth investors, private foundations, and corporate executives. Jeremy has been in the industry since 1998 and holds a Bachelor of Arts degree in finance from Buena Vista University.
Outside of work, he enjoys traveling, biking, coaching, and attending kid’s sporting events.
4 months ago
Fiduciary responsibilities for retirement plan sponsors are complex and ever...
5 months ago
On December 29, 2022, as a part of the government’s...
5 months ago
In this video, get to know Things That Matter author...
5 months ago
As a plan sponsor, it’s important to not only assist...