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Market Update | January 2023
A year ago, markets were coming off one of the...
Financial Advisor,
Wealth Client Service
Nathan joined CAPTRUST from Cornerstone Capital Advisors in 2019. He serves as a financial advisor responsible for providing comprehensive wealth management services to high-net-worth investors and corporate executives. He works closely with the firm’s advisor, analyst, and portfolio administration teams to develop, implement, and monitor client financial plans and investment accounts. He holds the CERTIFIED FINANCIAL PLANNER™ professional designation.
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