3 weeks ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Principal,
Financial Advisor
Mike joined CAPTRUST from McQueen, Ball & Associates in 2019. He serves as a principal and financial advisor responsible for providing investment advisory services, financial planning, and comprehensive wealth management services to high-net-worth individuals, families, and institutions.
Prior to joining CAPTRUST, Mike served as director of financial planning at McQueen, Ball & Associates where he was responsible for trust and estate management, tax reviews, and comprehensive financial planning. He earned a Bachelor of Science degree in accounting and finance from DeSales University. Mike is also a certified public accountant and holds the CERTIFIED FINANCIAL PLANNER™ designation.
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In this edition of Investment Strategy, Sam Kirby of...
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The third quarter of 2022 saw rising inflation and recession...
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Five CAPTRUST advisors were named on AdvisorHub’s 2022 Advisors to...
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After three remarkable years of outsized returns in the stock...