2 months ago
Mission or Values: Which Comes First?
To chart a course, it helps to have a compass....
Senior Associate,
Relationship Manager
CAPTRUST welcomed Tom in 2021. He serves as a relationship manager and provides clients with financial planning, investment management, and multi-generational tax strategies support.
Tom joined CAPTRUST from RINET—a fee-only wealth management firm—where he was a member of the wealth planning group and served as a client advisor.
Prior to joining RINET in 2019, Tom served as a consumer lending intern at RTN Federal Credit. Tom holds a Bachelor of Science degree in economics-finance from Bentley University.
He enjoys playing golf, the beach, and watching the New England Patriots.
2 months ago
To chart a course, it helps to have a compass....
3 months ago
If properly managed, Institutional Asset Pools (IAPs), like cash reserves...
4 months ago
As the U.S. debt ceiling takes over the headlines, this...
7 months ago
Two recent bank closures have put investors on high alert...