1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
Principal,
Financial Advisor
Kevin joined CAPTRUST in 2021 from Genovese Burford & Brothers—an independent wealth and retirement plan management firm—where he was a director of retirement plan services and a partner.
At CAPTRUST, he specializes in helping plan sponsors of corporate retirement plans understand fiduciary duties, investment evaluations, and how to complete a thorough analysis to develop the best in plan design.
Prior to Genovese Burford & Brothers, Kevin was client relationship manager at Smart Investor. He has been in the industry since earning his Bachelor of Arts degrees in business economics and communications from the University of California at Santa Barbara in 2006.
When Kevin is not helping a client, he enjoys playing competitive tennis and throwing a Frisbee to his 90-pound Labrador retriever, Hank.
1 month ago
Investors entered the opening quarter of 2023 on the edge...
2 months ago
Despite dramatic headlines this quarter, markets have delivered modest results....
4 months ago
A year ago, markets were coming off one of the...
4 months ago
In this edition of Investment Strategy, Sam Kirby of...