2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Vice President,
Financial Advisor
Katie joined CAPTRUST in 2021 from Ellwood Associates and serves as a vice president and financial advisor. She provides investment advisory services to clients, focusing on corporate retirement plans, nonprofits, endowments, and foundations.
At Ellwood, Katie was a member of the defined contribution team and led the non-U.S. emerging markets and international small-cap manager research team. She holds a Bachelor of Business Administration degree in marketing and management and human resources from the University of Wisconsin-Madison.
2 months ago
In this edition of Investment Strategy, Sam Kirby of...
5 months ago
Thirteen CAPTRUST Advisors recognized on NAPA’s Top Women Advisors...
5 months ago
The third quarter of 2022 saw rising inflation and recession...
8 months ago
After three remarkable years of outsized returns in the stock...