CAPTRUST
Margaret leads the centralized trading team and works out of the Raleigh, North Carolina, office.
Margaret joined CAPTRUST in 2012 and serves as a director of trading for both institutional and wealth business lines. Previously, she worked on the CAPTRUST integration team in transitioning newly acquired office clients, operations, and trading functions into the CAPTRUST model. Prior to joining CAPTRUST, Margaret worked as a senior financial analyst – International Cash Equities & Global Arbitrage with Credit Suisse Investment Bank.
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CAPTRUST
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CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.