2 weeks ago
CAPTRUST Receives Two Accolades from Business North Carolina
Business North Carolina recently recognized CAPTRUST and CEO Fielding...
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Doylestown, PA
1980 South Easton Rd
#210
Doylestown,
PA
18901
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.
Our Team
CAPTRUST’s Doylestown-based advisors specialize in providing comprehensive investment advisory services to fiduciaries of corporate retirement plans.
Christopher D. Kulick, Jr., CIMA®
Principal,
Financial Advisor
Scott Mulvaney, AIF®, CFP®, CPFA, CRPS®
Vice President,
Financial Advisor
Paul H. Schaffer, AIF®
Senior Vice President,
Financial Advisor
Sean E. Teesdale, CFA®
Vice President,
Financial Advisor
Molly Thompson
Senior Financial Advisor,
Relationship Manager
Scott A. Wertheim, AIF®, CEBS
Principal,
Financial Advisor
News & Resources
Announcements
Resources
2 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
Announcements
2 months ago
CAPTRUST Named to Barron’s 2022 List
Barron’s recently honored 20 CAPTRUST advisor teams with the prestigious...
Retirement Plans
2 months ago
PLANADVISER Lists 11 CAPTRUST Advisors as Top Retirement Plan Advisers
PLANADVISER named 11 CAPTRUST advisors to its esteemed Top Retirement...
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