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Doylestown_Blue

1980 South Easton Rd #210
Doylestown, PA 18901

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Phone: 215.348.8811

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

Institutional Retirement

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.

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Our Team

CAPTRUST’s Doylestown-based advisors specialize in providing comprehensive investment advisory services to fiduciaries of corporate retirement plans.

Advisor

Christopher D. Kulick, Jr., CIMA®

Principal,
Financial Advisor

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Advisor

Jeff Loehwing, PRP

Senior Vice President,
Financial Advisor

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Advisor

Paul H. Schaffer, AIF®

Senior Vice President,
Financial Advisor

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Advisor

Sean E. Teesdale, CFA®

Vice President,
Financial Advisor

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Advisor

Molly Thompson

Senior Financial Advisor,
Relationship Manager

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Advisor

Scott A. Wertheim, AIF®, CEBS

Senior Vice President,
Financial Advisor

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Doylestown, PA

1980 South Easton Rd
#210
Doylestown, PA 18901