3 days ago
Market Declines in Retirement
What happens if you successfully saved for retirement, but when...
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Lake Success, NY
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.
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, CFP®
Financial Advisor
Kathy Waters
Senior Financial Advisor
Peggy A. Whitmore, AIF®, CRPS®, PRP
Vice President,
Financial Advisor
News & Resources
Wealth Management
Resources
1 month ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
Wealth Management
1 month ago
Market Update | July 2022 | Short Version
Midway through 2022, investors and consumers are frustrated with rising...
Wealth Management
1 month ago
Market Update | July 2022
Midway through 2022, investors and consumers are frustrated with rising...
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