1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
Vice President,
Financial Advisor
Patrick joined CAPTRUST in 2017 and serves as a vice president and financial advisor responsible for providing defined contribution, defined benefit, and nonqualified plan advisory services to retirement plan sponsors. Patrick helps clients manage their plans more effectively with independent advice on investments, plan design, participant engagement, vendor management, and fiduciary process.
Prior to joining the firm, Patrick was a vice president, strategic relationship manager at John Hancock, and he has worked in the industry since 2011. When he is not in the office or with a client, Patrick enjoys spending time with his wife and two sons as well as playing golf.
1 month ago
Investors entered the opening quarter of 2023 on the edge...
4 months ago
In this edition of Investment Strategy, Sam Kirby of...
7 months ago
Four CAPTRUST advisors have been named to the National Association...
8 months ago
The third quarter of 2022 saw rising inflation and recession...