2 months ago
Mission or Values: Which Comes First?
To chart a course, it helps to have a compass....
Vice President,
Financial Advisor
CAPTRUST welcomed Michael in 2021, and he currently serves as a vice president and financial advisor. In this role, he provides retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and business owners.
Michael joined CAPTRUST from Crescent Capital Consulting, where he worked as an investment management consultant. He earned a Bachelor of Arts degree in political science from Villanova University, and he has worked in the industry since 2008.
Outside of work, Michael enjoys spending time with family, golfing, fishing, and hunting.
2 months ago
To chart a course, it helps to have a compass....
2 months ago
The classic 1982 film Never Say Never Again marked Sean...
3 months ago
If properly managed, Institutional Asset Pools (IAPs), like cash reserves...
4 months ago
As the U.S. debt ceiling takes over the headlines, this...