9 months ago
The Latest Trends in Advisor Requests for Proposals (Webinar Recording)
In this webinar recording, we discuss recent developments that impact...
Vice President,
Financial Advisor
John joined CAPTRUST in 2020 as an institutional financial advisor. He is responsible for providing investment and fiduciary advisory services to retirement plan sponsors of defined benefit, defined contribution, nonqualified retirement plans, and endowments and foundations.
John is passionate about his work with plan sponsors and is dedicated to helping both employers and employees improve retirement plan outcomes. From designing a plan that helps a plan sponsor with managing their workforce to ensuring employees can meet their retire income needs, he stands ready help employers navigate the complexities of operating a modern retirement program. John has spent nearly 20 years working in the financial industry.
9 months ago
In this webinar recording, we discuss recent developments that impact...
2 years ago
This $1.9 trillion coronavirus relief package is designed to accelerate...
2 years ago
While the ARP contains a variety of fiscal stimulus measures,...
2 years ago
Taking a little time out to understand the basics of...