3 weeks ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
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.
3 weeks ago
In this edition of Investment Strategy, Sam Kirby of...
4 months ago
The third quarter of 2022 saw rising inflation and recession...
7 months ago
CAPTRUST was named the largest registered investment advisor (RIA) by...
7 months ago
After three remarkable years of outsized returns in the stock...