4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Margaret joined CAPTRUST in 2013 and serves as a director, compliance, responsible for overseeing the firm’s efforts to comply with applicable SEC rules and regulations under the Investment Advisers Act of 1940. Prior to joining the firm, Margaret worked as a CCO and director of operations at Oak Vale Capital Management, Inc. and has worked in the industry since 1985.