1 month ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and 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.
Rising inflation, the specter of higher interest rates, and the...
The first three months of 2022 have been a roller...
The National Association of Plan Advisors (NAPA) recently named 27...
If 2021 could be summarized in one word, it would...