2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Associate,
Relationship Manager
CAPTRUST welcomed May to our team in 2021. As a relationship manager, she supports the firm’s operations by building financial plans, maintaining client accounts, and cashiering. Additionally, May prepares performance reports for clients.
May joined us from Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where she served as an associate wealth advisor. She began her career with AXA Advisors. May earned a Bachelor of Business Administration degree in finance from Baylor University.
When she is not helping clients, May enjoys watching TV shows, reading, music, yoga, 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...
12 months ago
Rising inflation, the specter of higher interest rates, and the...