Karl Eggerss

Principal | Financial Advisor at CAPTRUST

Karl Eggerss is a seasoned financial professional with extensive experience in wealth management and client portfolio management. Currently serving as Principal and Financial Advisor at CAPTRUST since September 2021, Karl has previously held the position of Senior Wealth Advisor and Partner at Covenant until its integration into CAPTRUST. Prior to that, Karl was the President and CEO of Eggerss Capital Management from February 2010 to May 2019. Earlier in their career, Karl served as Chief Trader at FJS Advisors and held a role in mutual fund sales and service at Fidelity Investments. Karl Eggerss earned a Bachelor of Business Administration in Finance from Texas State University, where studies took place from 1990 to 1995, following graduation from James Madison High School.

Links

Previous companies

Fidelity logo