2 weeks ago
Cause and Effect
As coronavirus vaccination progress accelerates and our attention shifts to...
Back to all locations
1640 Corporate Woods Cr
Green,
OH
44685
Phone: 330.896.6250
Mon–Thur, 8:00 am–4:30 pm
Fri, 8:00 am–4:00 pm
Wealth Management
To access your client view web portal, click here
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 Green-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.
Mario C. Giganti, AIFA®, CEPA®, CFP®, CPA
Senior Vice President,
Financial Advisor
Mark W. Fearigo, CFP®
Senior Vice President,
Financial Advisor
Nathan Bopp, AIF®, CFP®, RICP®
Senior Vice President,
Financial Advisor
Glen Hahlen, CFP®
Senior Vice President,
Financial Advisor
Mark Muntean, AIF®, CFA®, CFP®
Financial Advisor
Lisa Hay, AIF®, CFP®, CKA®, CPA, RICP®
Financial Advisor
Daniel R. Harsh, CFP®
Financial Advisor,
Financial Planning
Amanda Bernier, CFP®
Financial Advisor,
Relationship Manager
Jared A. Milhoan
Senior Associate,
Financial Planning
News & Resources
Resources
Resources
2 months ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
Retirement Plans
2 months ago
Pension Funding Relief Included in the American Rescue Plan Act of 2021
While the ARP contains a variety of fiscal stimulus measures,...
Resources
6 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
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