1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
Senior Financial Advisor
Marilyn became part of CAPTRUST in 2018 when FCE Group joined CAPTRUST. She serves as a senior financial advisor, and has been involved in the financial industry since 1983. She is experienced in providing trusted, highly skilled, fee-based, client-focused wealth management, investment advisory, and financial planning services, and has a history of maintaining client relationships over the long term and getting to know clients in depth.
Prior to joining FCE Group in 2012, she was a senior vice president at the Permal Group, a fund of funds advisor. Marilyn also spent ten years at Ivy Asset Management as a director of client development, and 17 years at Donaldson, Lufkin, and Jenrette where she was a senior vice president.
1 month ago
Investors entered the opening quarter of 2023 on the edge...
2 months ago
Despite dramatic headlines this quarter, markets have delivered modest results....
4 months ago
A year ago, markets were coming off one of the...
4 months ago
In this edition of Investment Strategy, Sam Kirby of...