1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
Principal,
Financial Advisor
Shaun joined CAPTRUST in November 2008 and serves as a principal and financial advisor. He is responsible for providing defined contribution, defined benefit, and nonqualified plan investment advisory services to retirement plan sponsors across the country. Shaun is motivated to earn his clients’ trust and appreciation by providing them with successful outcomes.
Prior to joining CAPTRUST, Shaun was a financial advisor at Edward Jones and has worked in the industry since 2006. Shaun frequently participates on industry panels, and is heavily involved in organizations such as CUPA-HR and NACUBO as a thought leader and retirement industry expert. When he is not in the office or with a client, Shaun enjoys traveling to exotic destinations, playing tennis, and spending time with his family and friends.
1 month ago
Investors entered the opening quarter of 2023 on the edge...
1 month ago
Barron’s recently ranked 22 CAPTRUST advisor teams on the prestigious...
4 months ago
In this edition of Investment Strategy, Sam Kirby of...
7 months ago
The third quarter of 2022 saw rising inflation and recession...