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Allentown, PA

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600 Hamilton St #900
Allentown, PA 18101

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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.

Advisor

Chris Butz, ChFC®, CFP®

Principal,
Financial Advisor

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Advisor

David Cacciabeve, CIMA®, AIF®

Senior Financial Advisor

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Advisor

Marcus Magyar, CFP®

Vice President,
Financial Advisor

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Advisor

Zach McCann, AIF®, CIMA®

Senior Financial Advisor

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Advisor

Mike Molewski, ChFC®, CFP®

Principal,
Financial Advisor

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Advisor

Scott Mulvaney, AIF®, CFP®, CPFA, CRPS®

Vice President,
Financial Advisor

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Allentown, PA

600 Hamilton St
#900
Allentown, PA 18101