2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Principal,
Financial Advisor
Lisa joined CAPTRUST from South Texas Money Management in 2019. She serves as a principal and financial advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives. Lisa is experienced in overseeing, developing, and implementing best-in-class investment services for her clients.
Prior to joining the firm, Lisa served as managing director and director of financial planning at South Texas Money Management. She has received her CERTIFIED FINANCIAL PLANNER™ certification and has been in the industry since 2000.
2 months ago
In this edition of Investment Strategy, Sam Kirby of...
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...
11 months ago
Rising inflation, the specter of higher interest rates, and the...