3 weeks ago
CAPTRUST Named NAPA’s Top DC Advisor Multi-Office Firm
The National Association of Plan Advisors (NAPA) has announced the...
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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
Financial Advisor
Jim Edwards, AIF®
Principal,
Financial Advisor
Jeff Evans, CBFA, CEBS
Senior Financial Advisor
John Hopkins, CPC
Vice President,
Financial Advisor
Jennifer Kelly, AWMA®
Client Relationship Manager
Marcus Magyar, CFP®
Vice President,
Financial Advisor
Mike Molewski, ChFC®, CFP®
Principal,
Financial Advisor
Brendan Nosovitch
Financial Advisor
Wes Schantz, ChFC®
Principal,
Financial Advisor
David Will, AIF®, CFA®
Vice President,
Financial Advisor
News & Resources
Retirement Plans
Retirement Plans
4 weeks ago
26 CAPTRUST Teams Named to NAPA’s Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...
Resources
1 month ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
Resources
1 month ago
Pension Funding Relief Included in the American Rescue Plan Act of 2021
While the ARP contains a variety of fiscal stimulus measures,...
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