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Lake Success, NY

New York Lake Success_Blue

3 Dakota Dr #310
Lake Success, NY 11042

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Phone: 516.487.8220

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–5:00 pm

Wealth Management
Endowments and 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 Lake Success-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to endowments and foundations for nonprofits.

Advisor

Alan Kleinberg, CFP®

Principal,
Financial Advisor

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Advisor

Jesse Malik, CFP®, CRPC®

Financial Advisor,
Relationship Manager

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Advisor

David H. Schwartz, CFP®

Principal,
Financial Advisor

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Advisor

Stacey R. Siegel, MBA

Financial Specialist,
Relationship Manager

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Advisor

Peggy A. Whitmore, AIF®, CRPS®, PRP

Vice President,
Financial Advisor

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News & Resources

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Contact Us

How can we help?

Lake Success, NY

3 Dakota Dr
#310
Lake Success, NY 11042
Phone 516.487.8220
Map | Directions