1 week ago
CAPTRUST Named to Barron’s 2023 Top RIA List
CAPTRUST ranks seventh on Barron’s prestigious Top RIA list for...
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
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
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
1 week ago
CAPTRUST ranks seventh on Barron’s prestigious Top RIA list for...
4 weeks ago
On August 25, 2023, the IRS announced a two-year delay...
2 months ago
In 2018, Bob McCutcheon returned to his lifelong passion for...
2 months ago
CAPTRUST was named #1 on Financial Advisor Magazine’s 2023 RIA...