3 weeks ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
Vice President,
Financial Advisor
CAPTRUST welcomed Katie to our team in 2021. As a vice president and financial advisor, she provides investment advisory services to clients, focusing on corporate retirement plans, nonprofits, endowments, and foundations.
Katie joined us from Ellwood Associates—a comprehensive financial services firm—where she served as a consultant. She was a member of the defined contribution team and led the non-U.S. emerging markets and international small-cap manager research team. Katie earned a Bachelor of Business Administration degree in marketing and management and human resources from the University of Wisconsin-Madison.
After three remarkable years of outsized returns in the stock...
Rising inflation, the specter of higher interest rates, and the...
If 2021 could be summarized in one word, it would...
Recovery momentum within financial markets cooled during the third quarter...