2 weeks ago
Cause and Effect
As coronavirus vaccination progress accelerates and our attention shifts to...
Back to all locations
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
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.
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
Resources
Retirement Plans
2 months ago
CAPTRUST Named NAPA’s Top DC Advisor Multi-Office Firm
The National Association of Plan Advisors (NAPA) has announced the...
Retirement Plans
2 months ago
26 CAPTRUST Teams Named to NAPA’s Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...
Resources
2 months ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
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