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Entrepreneur Explains How Independent Firms Are Changing the Financial Advice Industry
Miller will discuss how independent financial advisory firms have become emerging giants in the financial services industry and the impact that investment has had on the economy. CAPTRUST's clients include big names such as Coca-Cola, Tiffany's, Outback Steakhouse, and Bain Capital. Although the bulk of its business is providing investment advice to retirement and pension funds, it has a growing endowment and foundation side, including Florida organizations such as The Barbara Bush Foundation, Associated Industries of Florida, Florida Sheriffs Youth Ranches, and Farm Share in Miami.
Non-member guests are welcome to attend this virtual livestreamed address by contacting Michael Vincent at 850-906-9226 ext. 108, or by email at mike@economic-
MEDIA NOTE: To attend the livestreamed address, please contact Michael Vincent at 850-906-9226 ext. 108, or by email at mike@economic-
The Economic Club of Florida is the South's leading forum for speakers of regional and national distinction to discuss the major issues of the day. On the web at www.economic-