17 hours ago
CAPTRUST Bolsters Greenville, SC, Presence With Addition of Reynolds Investment Management
CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Reynolds...
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Kansas City, Missouri
4435 Main Street #650
Kansas City,
Missouri
64111
Phone: 816.753.5100
Mon–Fri, 8:30 am–5:00 pm
Wealth Management
Institutional Retirement
Endowments & Foundations
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 Kansas City-based advisors provide wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits.
Nick Blasi
Managing Principal
Sidni Dohm, CFP®
Financial Advisor,
Relationship Manager
Laura Greenbaum
Financial Advisor,
Relationship Manager
Clay Hartman
Senior Vice President,
Financial Advisor
Mark Howe, CFP®
Financial Advisor,
Relationship Manager
Troy Kerr
Senior Vice President,
Financial Advisor
Deann Mitchell, CFP®, CDFA
Vice President,
Financial Advisor
Matthew C. Taylor
Senior Vice President,
Financial Advisor
News & Resources
Announcements
Announcements
2 weeks ago
CAPTRUST Expands Midwest Presence With Addition of Frontier
CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Frontier...
Resources
3 weeks ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
Wealth Management
4 weeks ago
Market Update | July 2022
Midway through 2022, investors and consumers are frustrated with rising...
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