2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Financial Advisor,
Relationship Manager
LeeAnn joined CAPTRUST in 2019. She serves as a financial advisor and relationship manager responsible for providing comprehensive wealth management services to high-net-worth investors and families.
Prior to joining CAPTRUST, LeeAnn worked at South Texas Money Management as an Associate Relationship Manager where she served on a team servicing ultra-high-net-worth and institutional clients. She has been in the industry since 1998 working with clients in both service and operational management roles.
When not in the office or with clients, you can find LeeAnn spending time with her family and friends. She enjoys trail running, cycling, walking her dogs, cooking and traveling with her husband.
2 months ago
In this edition of Investment Strategy, Sam Kirby of...
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The third quarter of 2022 saw rising inflation and recession...
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