2 weeks ago
CAPTRUST Receives Two Accolades from Business North Carolina
Business North Carolina recently recognized CAPTRUST and CEO Fielding...
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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
Introduction
For wealth management clients, CAPTRUST offers a best-in-class experience, thanks to the firm’s centralized model, which is supported by highly specialized talent with deep expertise. Tune in to see the suite of resources CAPTRUST’s wealth advisors have available to them—from industry-leading cybersecurity and centralized trading to performance reporting tools and wealth planning technology like WealthView.
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
Senior Vice President,
Financial Advisor
Marcus Magyar, CFP®
Vice President,
Financial Advisor
Zach McCann, AIF®
Senior Financial Advisor
Mike Molewski, ChFC®, CFP®
Principal,
Financial Advisor
Laura Morganelli, CFP®
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
Announcements
Resources
2 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
Announcements
2 months ago
CAPTRUST Named to Barron’s 2022 List
Barron’s recently honored 20 CAPTRUST advisor teams with the prestigious...
Retirement Plans
2 months ago
PLANADVISER Lists 11 CAPTRUST Advisors as Top Retirement Plan Advisers
PLANADVISER named 11 CAPTRUST advisors to its esteemed Top Retirement...
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