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Clarkston, MI

Clarkston_Blue

8031 M-15
Clarkston, MI 48348

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Phone: 248.620.8100

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Institutional Retirement
Endowments & Foundations

Introduction

CAPTRUST’s retirement plan clients benefit from the firm’s centralized model, which is supported by a deep bench of highly specialized talent. Learn about the suite of resources CAPTRUST’s institutional advisors leverage to create a best-in-class client experience, including investment manager due diligence, customized participant advice, vendor analysis, and the latest in cybersecurity.

Our Team

CAPTRUST’s Clarkston-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits.

Advisor

Casey Pogodzinski

Vice President,
Financial Advisor

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Advisor

Chris Roberts, CFEI

Financial Advisor,
Advice & Wellness

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Advisor

John Young

Senior Vice President,
Financial Advisor

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News & Resources

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Contact Us

How can we help?

Clarkston, MI

8031 M-15
Clarkston, MI 48348
Phone 248.620.8100
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