2 months ago
Fiduciary Update | August 2023
In this second-quarter 2023 edition of our quarterly Fiduciary Update,...
- With CAPTRUST Since 2008
- 919.870.6822
-
4208 Six Forks Rd #1700
Raleigh, NC 27609
Matthew Leggett, CFP®
Senior Financial Advisor
- Raleigh, NC
- A River Runs Through It
- Three old friends
- Don't ever give up.
- Kindness, loyalty, and a sense of humor
Financial Advisors
Matthew Leggett is an institutional retirement plan advisor based in Raleigh, NC.
CAPTRUST welcomed Matt to our team in 2008. He has more than 15 years of experience in the financial services industry, working with clients at every stage of their financial journey. As a senior financial advisor, Matt is responsible for providing investment advisory services to institutions and high-net-worth individuals.
Education
- Bachelor of Science degree in business management from North Carolina State University
Industry Designations
- CERTIFIED FINANCIAL PLANNER™
News & Resources
Retirement Plans
Endowments & Foundations
2 months ago
Mission or Values: Which Comes First?
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Retirement Plans
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Managing Institutional Cash, Asset Pools, and Reserves
If properly managed, Institutional Asset Pools (IAPs), like cash reserves...
Resources
4 months ago
An Update on the Debt Ceiling
As the U.S. debt ceiling takes over the headlines, this...
