3 weeks ago
Market Thoughts 3.13.2023
Two recent bank closures have put investors on high alert...
Financial Advisor,
Relationship Manager
Michelle joined CAPTRUST in 2022 from Patriot Pension Advisors and serves as a financial advisor and relationship manager. She has more than 30 years of experience in the retirement plan industry and focuses on client relationship management, fiduciary oversight, plan design consulting, vendor management, sales, and plan conversions.
Michelle holds a Bachelor of Science degree in business administration from Bryant University. Outside of work, she enjoys traveling, boating, and reading.
3 weeks ago
Two recent bank closures have put investors on high alert...
2 months ago
Fiduciary responsibilities for retirement plan sponsors are complex and ever...
2 months ago
In this edition of our quarterly Fiduciary Update, CAPTRUST Financial...
2 months ago
A year ago, markets were coming off one of the...