Address

15 Independence Boulevard
Warren, NJ 07059

Contact

Phone: 973.538.4347

Who We Serve

Endowments & Foundations Retirement Plan Sponsors

Hours

Mon–Fri, 8:00 am–5:00 pm

Additional Info

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Endowments & Foundations
Retirement Plan Sponsors

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

Explore Our Services

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

Explore Our Services

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CAPTRUST
Warren

When working with our clients, we offer a custom, comprehensive approach to their investment advising needs—a method that’s not always guaranteed within our industry. By leveraging our deep bench of resources and years of expertise, our advisors provide a best-in-class experience for each client that walks through our doors. Connect with your local CAPTRUST office today.

Our Team

Michael C. Amberger

Senior Vice President,
Financial Advisor

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Jared Anderson

Senior Vice President,
Financial Advisor

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Lorice Bianchi

Senior Vice President,
Financial Advisor

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David Hudak

Senior Vice President,
Financial Advisor

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Edward Landsman

Senior Vice President,
Financial Advisor

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With our expertise, our tools, and our decades of experience on tap, I think plan sponsors feel more confident and comfortable managing their fiduciary duties.
Attilla Toth

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.

Nonprofits
11.27.2023

The Value of Appreciated Security Donations for Nonprofits
Retirement Plan Services
11.21.2023

Missing Participants
Markets & Investing
11.21.2023

Episode 10: Markets, with CAPTRUST’s Andy Marino
Retirement Plan Services
11.17.2023

Episode 58: Inequities in Retirement: SECURE 2.0 and More with Dr. Nari Rhee 
Retirement Plan Services
11.15.2023

Five Pillars of Successful Retirement Plans
Retirement Plan Services
11.6.2023

Mitigating Pension Plan Risks with LDI
Retirement Plan Services
11.3.2023

Fiduciary Training Part IV: Staying Ahead of Retirement Plan Audits (Webinar Recording)
Nonprofits
11.3.2023

OCIO for Nonprofits
Retirement Plan Services
11.3.2023

OCIO for Pension Plans
Retirement Plan Services
11.2.2023

Fiduciary Update | November 2023