Karl joined our team in 2021. At CAPTRUST, he provides insightful planning and investment guidance to clients. Karl is a valuable addition to our team through strategic research, due diligence, and portfolio construction. After earning his Bachelor of Business Administration degree from Southwest Texas State University, Karl began working for Fidelity Investments as a mutual fund trader. After Fidelity, he served for 14 years at a San Antonio-based money management firm, including Chief Trader. Karl moved on to establish the registered investment advisory firm Eggerss Capital Management. Later, he seized upon the opportunity to merge his firm with Covenant Multifamily Offices—a multidisci