2 months ago
VESTED Voices: Bob McCutcheon
In 2018, Bob McCutcheon returned to his lifelong passion for...
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.
2 months ago
In 2018, Bob McCutcheon returned to his lifelong passion for...
2 months ago
To chart a course, it helps to have a compass....
2 months ago
The classic 1982 film Never Say Never Again marked Sean...
2 months ago
As we pass the midpoint of 2023, the market...