3 weeks ago
CAPTRUST Named NAPA’s Top DC Advisor Multi-Office Firm
The National Association of Plan Advisors (NAPA) has announced the...
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3 Dakota Dr
#310
Lake Success,
NY
11042
Phone: 516.487.8220
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
Wealth Management
Endowments and Foundations
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.
David E. Goldberger, CFP®
Financial Advisor
Veronica Karas, CFP®
Senior Financial Advisor
Alan Kleinberg, CFP®
Principal,
Financial Advisor
Michael Lenzo, CFP®
Financial Advisor
Claude Molosiu, CFA®
Senior Financial Advisor
Lori Morse
Specialist,
Financial Planning
Marilyn Schaja
Senior Financial Advisor
Brett Schwartz, CFP®
Financial Advisor
David H. Schwartz, CFP®
Principal,
Financial Advisor
Fred Sloan, CFA®
Principal,
Financial Advisor
Kathy Waters
Senior Financial Advisor
Elaine Phillips
Financial Advisor
Peggy A. Whitmore, AIF®, CRPS®, PRP
Vice President,
Financial Advisor
News & Resources
Retirement Plans
Retirement Plans
4 weeks ago
26 CAPTRUST Teams Named to NAPA’s Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...
Resources
1 month ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
Resources
1 month ago
Pension Funding Relief Included in the American Rescue Plan Act of 2021
While the ARP contains a variety of fiscal stimulus measures,...
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