1 month ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
Principal,
Financial Advisor
Jon joined CAPTRUST in 2004 as principal and financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Jon served as a financial advisor with Edward Jones. He is certified as an Accredited Investment Fiduciary (AIF®) by the Center for Fiduciary Studies in association with the University of Pittsburgh Katz School of Business.
Rising inflation, the specter of higher interest rates, and the...
Barron’s recently honored 20 CAPTRUST advisor teams with the prestigious...
The National Association of Plan Advisors (NAPA) recently named 27...
If 2021 could be summarized in one word, it would...