1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
Vice President,
Financial Advisor
Mark joined CAPTRUST in 2021 from Genovese Burford & Brothers—an independent wealth and retirement plan management firm—where he was a financial advisor.
At CAPTRUST, Mark specializes in retirement, financial, and estate planning. He understands that wealth management can be a puzzle, and he works hard to recognize what every client is trying to accomplish, ensuring all the pieces are in the right place to fit together.
Before joining Genovese Burford & Brothers, Mark was an attorney at Woodman & Eaton law firm. He assisted families and business owners with their estate planning, estate administration, and trust administration needs. Mark’s legal background proves especially useful in navigating the ever-evolving regulatory landscape within the financial services industry. He holds a Bachelor of Arts degree in history from Williams College and a Juris Doctor degree from Washington & Lee.
When Mark is not helping a client, he enjoys spending time with his wife and their two children. He also likes to write—both fiction and non-fiction—and appreciates a round of golf whenever possible.
1 month ago
Investors entered the opening quarter of 2023 on the edge...
1 month 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...