3 weeks ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
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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
Announcements
Announcements
1 month ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
Resources
2 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
Announcements
2 months ago
CAPTRUST Named Largest RIA for Sixth Consecutive Year
CAPTRUST has been named the largest registered investment advisor (RIA)...
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