1 week ago
Upcoming Webinar! Values-Based Investing for Endowments and Foundations
In this webinar, we’ll explore how mission-led investing can benefit...
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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.
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
Endowments & Foundations
Resources
1 month ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
Wealth Management
1 month ago
Market Update | April 2022
The first three months of 2022 have been a roller...
Resources
4 months ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
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