2 months ago
The Importance of Fiduciary Training
Fiduciary responsibilities for retirement plan sponsors are complex and ever...
Principal,
Financial Advisor
Steve Coggins joined CAPTRUST in 2022 and serves as a principal and financial advisor. He works with a team who support clients by serving as their personal CFO. Since joining the industry in 1998, Steve is a frequent writer and speaker on financial topics and loves making complex issues simple to understand. He holds a Bachelor of Arts degree in international studies from the University of North Carolina at Chapel Hill.
Outside of work, he enjoys spending time with his wife Allison and four kids, being outside in nature, and reading.
2 months ago
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