3 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
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542 Rugh St
#1000
Greensburg,
PA
15601
Phone: 724.830.8800
Mon–Fri, 8:30 am–5:00 pm
Wealth Management
Endowments & Foundations
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 Greensburg-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.
Keith Biskup, CFP®
Vice President,
Financial Advisor
Jeff Heasley, AIF®, PPC®
Vice President,
Financial Advisor
Joseph C. (J.C.) Howard, CFA®, CFP®
Vice President,
Financial Advisor
Patrick Marlatt
Senior Vice President,
Financial Advisor
Michael Passalinqua, CFP®
Vice President,
Financial Advisor
Anthony Scarpo
Vice President,
Financial Advisor
Joseph A. Scarpo
Principal,
Financial Advisor
Nicholas Wilson
Vice President,
Financial Advisor
News & Resources
Wealth Management
Wealth Management
4 months ago
September Tax Proposals
This two-minute read breaks down the Biden Administration’s mid-September announcement...
VESTED Magazine
12 months ago
2021: Take Two
This time of year, many in our industry follow the...
VESTED Magazine
12 months ago
A Journey of Six Generations
When Chris Martin IV watches a musician playing the guitar...
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