2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Senior Vice President,
Financial Advisor
We welcomed Mark in 2021. At CAPTRUST, he uses his experience with various financial, estate, investment, and tax planning strategies to help our clients achieve their goals. Mark joined us from Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where he served as a senior wealth advisor for nearly a decade.
Prior to joining Covenant, Mark was a vice president within JP Morgan’s Private Bank. For nine years, his focus was working with high-net-worth individuals and families across several delivery platforms, including banking, trust, brokerage, and investment management. Mark began his career in the financial industry with Bank One as part of a commercial banking development program.
Mark lives in Dallas, where he enjoys reading, outdoor activities, and spending time with family and friends.
2 months ago
In this edition of Investment Strategy, Sam Kirby of...
5 months ago
The third quarter of 2022 saw rising inflation and recession...
8 months ago
After three remarkable years of outsized returns in the stock...
11 months ago
Rising inflation, the specter of higher interest rates, and the...