Retirement Plan Advisory Greenwich CT

Address

83 Mason St
Greenwich, CT 06830

Contact

Phone: 203.869.0033

Who We Serve

Endowments & Foundations Retirement Plan Sponsors

Hours

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

See Nearby Locations

Lake Success, NY

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

Explore Our Services

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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CAPTRUST

Greenwich

For over 20 years, the CAPTRUST national network of experts have utilized their expertise to identify solutions for our clients’ financial needs. Discover what our values-based approach can do for you – with support available right here in our Greenwich office.

Our Team

Bruce Graham

Vice President,
Financial Advisor

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Ernest A. Liebre

Senior Vice President,
Financial Advisor

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Ellen R. Shaer

Director | Investment Strategist

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The CAPTRUST Greenwich team provides tailored investment solutions for retirement plans, endowments and foundations, and high-net-worth families and individuals. At CAPTRUST, our entire team is motivated and designed to serve only in the best interests of our clients.

Bruce Graham