2 months ago
Market Update | January 2023
A year ago, markets were coming off one of the...
Principal,
Financial Advisor
Michelle joined CAPTRUST in 2022 from Danda Trouvé Investment Management. She serves as principal and financial advisor and brings 30 years of experience to the firm. She holds the Chartered Financial Analyst® designation and serves as a portfolio manager, running model portfolios and selecting investments for clients. Michelle takes pride in bringing clients both the financial expertise needed to manage their money and the personal touch needed to build strong relationships. She brings a fresh, technical, and specialized approach to investment management.
Michelle holds a Bachelor of Science degree in business administration from the University of Kansas and a Master of Business Administration from Ecole Supérieure de Commerce Clermont in Clermont-Ferrand, France. Outside of the office, Michelle enjoys playing tennis, practicing yoga, French cooking, and entertaining.
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