2 weeks ago
Market Thoughts 3.13.2023
Two recent bank closures have put investors on high alert...
Senior Consultant,
Relationship Manager
Our firm welcomed Michelle in 2019. As a senior consultant, she provides investment advisory services to retirement plans and nonprofits. Michelle’s approach is rooted in a process that puts the client at the center of it all, focusing on what is most important to them. In 2020, Michelle was one of two employees at CAPTRUST to receive the Client Service Brick Award, a recognition of her superior client service.
Michelle joined CAPTRUST from FiduciaryVest—a fee-based institutional investment advisory firm—where she served as an investment analyst. In this role, she was responsible for investment manager due diligence, manager search and selection, and asset allocation. Michelle earned a Bachelor of Science degree in finance with a minor in management from Kennesaw State University.
2 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...
4 months ago
As a plan sponsor, it’s important to not only assist...