4 days ago
Episode 52: Millennials and Retirement with Katie Gatti Tassin
In this episode, Scott Matheson and Jennifer Doss talk with...
Senior Financial Advisor
Mike joined CAPTRUST in 2021 from Cammack Retirement Group—a leading national, independent retirement plan consulting and investment advisory firm—where he served as vice president. For over 28 years, Mike has provided retirement plan consulting services for tax-exempt industries.
At CAPTRUST, his expertise covers healthcare, colleges and universities, cultural and religious organizations, and social service entities. Mike is a nationally recognized subject matter expert on nonprofit retirement plan fiduciary issues with a passion for best-in-class practices.
A frequent contributor to industry thought leadership, Mike also serves as the co-author of PLANSPONSOR’s Ask the Experts column for 403(b) plans and as an instructor for the CEBS program of the International Foundation of Employee Benefit Plans. He received a Bachelor of Science degree from Northwestern University and a Master of Science degree from Syracuse University.
4 days ago
In this episode, Scott Matheson and Jennifer Doss talk with...
4 weeks ago
In this quarter’s Fiduciary Update, CAPTRUST Financial Advisor Drew McCorkle...
1 month ago
Scott Matheson and Dawn McPherson are joined by John Sullivan,...
1 month ago
Despite dramatic headlines this quarter, markets have delivered modest results....