2 weeks ago
CAPTRUST Named to Barron’s 2023 Top RIA List
CAPTRUST ranks seventh on Barron’s prestigious Top RIA list for...
3 Dakota Dr
#310
Lake Success,
NY
11042
Phone: 516.487.8220
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–5:00 pm
Wealth Management
Endowments and Foundations
Veronica Karas, CFP®
Senior Financial Advisor
Alan Kleinberg, CFP®
Principal,
Financial Advisor
Michael Lenzo, CFP®
Financial Advisor
Jesse Malik, CFP®, CRPC®
Financial Advisor,
Relationship Manager
Claude Molosiu, CFA
Senior Financial Advisor
Marilyn Schaja
Senior Financial Advisor
Brett Schwartz, CFP®
Financial Advisor
David H. Schwartz, CFP®
Principal,
Financial Advisor
Fred Sloan, CFA
Principal,
Financial Advisor
Giovanni Tiso, CFP®
Financial Advisor
Kathy Waters
Senior Financial Advisor
Peggy A. Whitmore, AIF®, CRPS®, PRP
Vice President,
Financial Advisor
2 weeks ago
CAPTRUST ranks seventh on Barron’s prestigious Top RIA list for...
2 months ago
In 2018, Bob McCutcheon returned to his lifelong passion for...
2 months ago
CAPTRUST was named #1 on Financial Advisor Magazine’s 2023 RIA...
3 months ago
The classic 1982 film Never Say Never Again marked Sean...