6 days ago
Five CAPTRUST Advisors Recognized by AdvisorHub
Five CAPTRUST advisors were named on AdvisorHub’s 2022 Advisors to...
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Folsom, CA
1130 Iron Point Rd
#100
Folsom,
CA
95630
Phone: 916.932.0150
Mon–Fri, 7:00 am–4:00 pm
Wealth Management
Institutional Retirement
Introduction
For wealth management clients, CAPTRUST offers a best-in-class experience, thanks to the firm’s centralized model, which is supported by highly specialized talent with deep expertise. Tune in to see the suite of resources CAPTRUST’s wealth advisors have available to them—from industry-leading cybersecurity and centralized trading to performance reporting tools and wealth planning technology like WealthView.
Our Team
CAPTRUST’s Folsom, California-based advisors specialize in providing investment advisory services to fiduciaries of retirement plans and comprehensive wealth management services to high-net-worth individuals and families.
William Altavilla, AIF®
Principal,
Financial Advisor
Scott Gordon, AIF®, IPFC
Principal,
Financial Advisor
Debra Lyn Hightower, AIF®
Principal,
Financial Advisor
Ryan Jantzen
Principal,
Financial Advisor
Christeen Marie Reeg
Principal,
Financial Advisor
Christine Petersen
Associate Relationship Manager
News & Resources
Announcements
Announcements
2 weeks ago
CAPTRUST Named to Barron’s 2022 Top RIA List
CAPTRUST ranked fourth on Barron’s prestigious Top RIA list for...
Announcements
1 month ago
CAPTRUST Ranks No. 4 on Best Places to Work List
The Triangle Business Journal announced its Best Places to Work...
Announcements
1 month ago
CAPTRUST Community Foundation Donates $610,000 to 69 Charities Nationwide
The CAPTRUST Community Foundation (CCF) today announced donations to 69...
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