1 week ago
Market Thoughts 3.13.2023
Two recent bank closures have put investors on high alert...
Financial Advisor,
Relationship Manager
Jesse joined CAPTRUST in 2022 and serves as a financial advisor and relationship manager. He has over a decade of experience at UBS in New York City and holds the designations of Chartered Retirement Planning Counselor℠ (CRPC®) and CERTIFIED FINANCIAL PLANNER™ (CFP®). Jesse supports clients by creating financial plans, relationship management, investment management, and conducting portfolio reviews. He holds a Bachelor of Arts degree in economics from Rutgers University. Outside of work, Jesse enjoys hiking, cheering for the New York Knicks, and spending time with family and friends.
1 week ago
Two recent bank closures have put investors on high alert...
2 months ago
Fiduciary responsibilities for retirement plan sponsors are complex and ever...
2 months ago
A year ago, markets were coming off one of the...
2 months ago
In this edition of Investment Strategy, Sam Kirby of...