2 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
Senior Vice President,
Financial Advisor
Steve joined CAPTRUST in 2017 and serves as a senior vice president and financial advisor responsible for providing comprehensive wealth management and retirement advisory services to high-net-worth investors, private foundations, and corporate executives. Prior to joining the firm, Steve was a principal, portfolio manager at Davidson & Garrard, and he has worked in the industry since 1980.
Helping his clients achieve their investment goals is what motivates Steve most in his work.
Rising inflation, the specter of higher interest rates, and the...
If 2021 could be summarized in one word, it would...
Recovery momentum within financial markets cooled during the third quarter...
As more employees look for financial help and resources, many...