15 hours ago
Market Update | April 2021
The focus for 2021 has been three important shots into...
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.
The focus for 2021 has been three important shots into...
The National Association of Plan Advisors (NAPA) has announced the...
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...
This $1.9 trillion coronavirus relief package is designed to accelerate...