2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Associate,
Relationship Manager
Our firm welcomed Noel in 2021. He supports CAPTRUST’s operations by building financial plans, maintaining client accounts, and cashiering. Additionally, Noel prepares performance reports, reconciliations, and tax returns for our clients. He joined us from Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where he served as an associate wealth advisor.
Noel earned a Bachelor of Science degree in petroleum engineering from Texas A&M University. He worked in the field of engineering, specializing in economic analysis for reservoir projects and internal net asset value. After seven years, Noel decided to transition into financial planning to pursue his passion for personal finance and its impact on lives.
Outside of work, Noel spends time with his wife, Rebecca. Together, they enjoy playing board games, tennis, disc golf, and volleyball. The couple is also very involved within their church community.
2 months ago
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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After three remarkable years of outsized returns in the stock...
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Rising inflation, the specter of higher interest rates, and the...