2 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and 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.
Rising inflation, the specter of higher interest rates, and the...
The first three months of 2022 have been a roller...
The National Association of Plan Advisors (NAPA) recently named 27...
If 2021 could be summarized in one word, it would...