1 month ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
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.
Rising inflation, the specter of higher interest rates, and the...
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