2 months ago
Post-Election Market Update
With November 3 behind us, CAPTRUST Chief Investment Officer Kevin...
Consultant,
Relationship Manager
Her focus primarily resides in the private wealth division, with responsibilities that include client meeting preparation and follow-up, market research, data analysis, and assistance with retirement plan participant enrollment meetings.
Prior to joining CAPTRUST, Megan served as a financial advisor with Lakeside Wealth Management, a firm specializing in financial planning, fiduciary and corporate qualified plan consulting, small business services, risk and asset management, and estate, tax, and life insurance planning since 2002.
Prior to joining the team, Megan was an intern with Lakeside, working in both the firm’s private wealth division and the retirement plan division. She also served as an administrative assistant for 1st American Management Company and Beachwalk Property Owners Association.
With November 3 behind us, CAPTRUST Chief Investment Officer Kevin...
Taking a little time out to understand the basics of...
It’s early the morning of November 4, the day after...
In this video, CAPTRUST Chief Investment Officer Kevin Barry recaps...