4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
- With CAPTRUST Since 2019
- 919.870.6822
-
4208 Six Forks Rd
#1700
Raleigh, NC 27609
Marie Pasquale, CFA®
Senior Manager,
Asset/Liability
- Spencer, Massachusetts
- Life is So Good by George Dawson | Anne of Green Gables
- Friends and family
- "In a world where you can be anything, be kind" - unknown
- Integrity, compassion, and a sense of humor
Client Solutions
Marie is an asset liability senior manager based out of the firm’s Raleigh, North Carolina location.
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.
Education
- Bachelor of Arts degree in mathematics and sociology from the College of the Holy Cross
Industry Designations
- Chartered Financial Analyst®
