Cara Cannon

Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Cara Cannon is a wealth management financial advisor based in Boston, MA.

Cara joined CAPTRUST in 2020 and serves as a financial advisor, responsible for providing comprehensive wealth management and investment advisory services to high-net-worth investors, private wealth clients, and corporate executives.

Cara joined us from Glenmede—a leading investment and wealth management firm—where she served as a senior portfolio management associate. Prior to Glenmede, she was vice president of client relations at Insight Advisors. Cara earned a Bachelor of Science degree in finance and marketing from the University of Pittsburgh.

Education

  • Bachelor of Science degree in finance and marketing from the University of Pittsburgh

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Decoding Decumulation: Empowering Plan Participants (Webinar Recording)

As baby boomers retire, many plan sponsors are shifting their focus to educating retirement plan participants on decumulation—withdrawing money from the plan. Watch this webinar to learn more.

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