7 days ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
Back to all locations
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
Jeff Loehwing, PRP
Senior 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
Senior Vice President,
Financial Advisor
News & Resources
Resources
Retirement Plans
1 month ago
Beyond the Headlines: Plan Sponsor Predictions for 2022 (Webinar Recording)
In this webinar recording, a panel of retirement plan experts...
Plan Sponsor eBrief
3 months ago
IRS Announces 2022 Pension Plan Limitations
The Internal Revenue Service announced its annual update to dollar...
Wealth Management
3 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
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