1 month ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
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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–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.
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
Marilyn Schaja
Senior Financial Advisor
Brett Schwartz, CFP®
Financial Advisor
David H. Schwartz, CFP®
Principal,
Financial Advisor
Stacey R. Siegel, MBA
Financial Specialist,
Relationship Manager
Fred Sloan, CFA®
Principal,
Financial Advisor
Giovanni Tiso
Financial Advisor
Kathy Waters
Senior Financial Advisor
Elaine Phillips
Financial Advisor
Peggy A. Whitmore, AIF®, CRPS®, PRP
Vice President,
Financial Advisor
News & Resources
Wealth Management
Announcements
2 months ago
Fourteen CAPTRUST Advisors recognized on NAPA’s Top Women Advisors List
Fourteen CAPTRUST advisors were recognized on the National Association of...
Resources
2 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
Wealth Management
2 months ago
Market Update | October 2021
So far, 2021 has been a year of notable growth...
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