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Market Update | January 2023
A year ago, markets were coming off one of the...
Senior Financial Advisor,
Relationship Manager
Lisa joined CAPTRUST in 2014 as a senior financial advisor and relationship manager with the firm’s partnership with DCAdvisors, and is responsible for providing retirement plan advisory services to corporate fiduciaries. She is motivated to encourage corporate fiduciaries to sponsor retirement plans that provide financial security for all employees.
Prior to the partnership, Lisa served as chief compliance officer and chief financial officer of DCAdvisors, and has worked in the industry since 1983.
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