2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Principal
CAPTRUST welcomed Sarah in 2021 as a principal. She is an experienced advisor with a demonstrated history as a trusted advisor servicing institutional clients. At CAPTRUST, Sarah specializes in corporate retirement plans, endowments, foundations, healthcare institutions, and family offices.
Sarah joined us from Ellwood Associates—a comprehensive financial services firm—where she was a consultant. She was also a member of Ellwood’s defined contribution team and served on the traditional manager research committee. Sarah earned a Bachelor of Business Administration degree in finance and marketing from the University of Iowa.
2 months ago
In this edition of Investment Strategy, Sam Kirby of...
5 months ago
The third quarter of 2022 saw rising inflation and recession...
8 months ago
After three remarkable years of outsized returns in the stock...
11 months ago
Rising inflation, the specter of higher interest rates, and the...