1 day ago
Five CAPTRUST Advisors Recognized by AdvisorHub
Five CAPTRUST advisors were named on AdvisorHub’s 2022 Advisors to...
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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
Principal,
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
Announcements
1 week ago
CAPTRUST Named to Barron’s 2022 Top RIA List
CAPTRUST ranked fourth on Barron’s prestigious Top RIA list for...
Announcements
1 month ago
CAPTRUST Ranks No. 4 on Best Places to Work List
The Triangle Business Journal announced its Best Places to Work...
Announcements
1 month ago
CAPTRUST Community Foundation Donates $610,000 to 69 Charities Nationwide
The CAPTRUST Community Foundation (CCF) today announced donations to 69...
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