1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
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.
1 month ago
Investors entered the opening quarter of 2023 on the edge...
1 month ago
Barron’s recently ranked 22 CAPTRUST advisor teams on the prestigious...
4 months ago
In this edition of Investment Strategy, Sam Kirby of...
8 months ago
The third quarter of 2022 saw rising inflation and recession...