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Market Update | January 2023
A year ago, markets were coming off one of the...
Senior Financial Advisor
Kathy became part of CAPTRUST in 2018 when FCE Group joined CAPTRUST. She serves as a senior financial advisor and possesses extensive experience in financial planning, client service, business development, and operations, and has a history of maintaining client relationships over the long term and getting to know clients in depth.
Prior to joining FCE Group in 2007, she was the business manager for a large surgical practice at NYU Medical Center for 22 years. She also spent six years managing the assets and real estate holdings of a high net worth family.
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