3 weeks ago
Market Thoughts 3.13.2023
Two recent bank closures have put investors on high alert...
Principal,
Financial Advisor
Ted joined CAPTRUST in 2022 from Patriot Pension Advisors, LLC, and serves as a principal and financial advisor. He has helped retirement plan sponsors build and maintain comprehensive 401(k), 403(b), and defined benefit plans for over 30 years. Ted holds a Bachelor of Science from Suffolk University. Outside of work, Ted enjoys at-home DIY projects, traveling, golf, and spending time with his family.
3 weeks ago
Two recent bank closures have put investors on high alert...
2 months ago
Fiduciary responsibilities for retirement plan sponsors are complex and ever...
2 months ago
In this edition of our quarterly Fiduciary Update, CAPTRUST Financial...
2 months ago
A year ago, markets were coming off one of the...