4 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
William joined CAPTRUST in 2017 and serves as a principal, 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, William was a principal, financial advisor at Davidson & Garrard, and he has worked in the industry since 1996.