3 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
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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
Financial Advisor
Claude Molosiu, CFA®
Senior Financial Advisor
Lori Morse
Specialist,
Financial Planning
Marilyn Schaja
Senior Financial Advisor
Brett Schwartz, CFP®
Senior Financial Advisor
David H. Schwartz, CFP®
Principal,
Financial Advisor
Fred Sloan, CFA®
Principal,
Financial Advisor
Kathy Waters
Senior Financial Advisor
Oleg Zviagin
Financial Advisor
Elaine Phillips
Financial Advisor
Peggy A. Whitmore, AIF®, CRPS®, PRP
Vice President,
Financial Advisor
News & Resources
Resources
Resources
4 months ago
America Has Voted
It’s early the morning of November 4, the day after...
Resources
10 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
Retirement Plans
11 months ago
CARES Act: Practical Considerations for Plan Sponsors
Get the latest on the Coronavirus Aid, Relief, and Economic...
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