4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
As an asset liability senior manager in CAPTRUST’s Client Solutions Group, Marie supports client service and business development initiatives focused on asset allocation, investment manager selection, and long-term investment strategy creation. Prior to joining CAPTRUST, Marie was an associate portfolio manager at Amundi Pioneer for more than 13 years. She earned her Bachelor of Arts degree in mathematics and sociology from the College of the Holy Cross. Marie holds the Chartered Financial Analyst® (CFA®) designation.