2 months ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
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 months ago
Investors entered the opening quarter of 2023 on the edge...
2 months ago
Despite dramatic headlines this quarter, markets have delivered modest results....
3 months ago
The National Association of Plan Advisors (NAPA) named 31 CAPTRUST...
3 months ago
CAPTRUST selected five students to receive the Fall 2022 CAPTRUST...