1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
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Allentown, PA
600 Hamilton St
#900
Allentown,
PA
18101
Phone: 610.865.2600
Mon–Fri, 8:30 am–5:00 pm
Institutional Retirement
Endowments & Foundations
Wealth Management
Our Team
CAPTRUST’s Allentown-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, endowments and foundations of nonprofits, and wealth management services to high-net-worth individuals, business owners, families. endowments and foundations of nonprofits.
Chris Butz, ChFC®, CFP®
Principal,
Financial Advisor
David Cacciabeve, CIMA®, AIF®
Senior Financial Advisor
Mark Chando, CFP®
Senior Financial Advisor
Jim Edwards, AIF®
Principal,
Financial Advisor
Jeff Evans, CEBS
Senior Financial Advisor
Jennifer Kelly, AWMA®
Financial Advisor
Jeff Loehwing, PRP
Principal,
Financial Advisor
Marcus Magyar, CFP®
Vice President,
Financial Advisor
Zach McCann, AIF®, CIMA®
Senior Financial Advisor
Mike Molewski, ChFC®, CFP®
Principal,
Financial Advisor
Laura Morganelli, CFP®
Financial Advisor
Scott Mulvaney, AIF®, CFP®, CPFA, CRPS®
Vice President,
Financial Advisor
Brendan Nosovitch, CFP®
Financial Advisor
Wes Schantz, ChFC®
Principal,
Financial Advisor
Kyle Shoemaker, CFP®
Senior Financial Advisor
David Will, AIF®, CFA®
Senior Financial Advisor
News & Resources
Resources
Announcements
1 month ago
CAPTRUST Named to Barron’s 2023 List
Barron’s recently ranked 22 CAPTRUST advisor teams on the prestigious...
Resources
2 months ago
Market Update | April 2023
Despite dramatic headlines this quarter, markets have delivered modest results....
Announcements
2 months ago
31 CAPTRUST Teams Named to 2022 NAPA Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) named 31 CAPTRUST...
