Contact
Phone: 973.538.4347
Hours
Mon–Fri, 8:00 am–5:00 pm
Our Warren-based advisors provide industry-leading advisory services to sponsors of corporate retirement plans, as well as endowments and foundations of nonprofits.
Phone: 973.538.4347
Mon–Fri, 8:00 am–5:00 pm
Serving the needs of nonprofit institutions, our Warren-based advisors offer expertise in governance training, investment oversight, OCIO partnerships, and donor engagement strategies designed to drive mission success.
We work closely with plan sponsors in the Warren area to deliver fiduciary support, investment strategy, OCIO solutions, and participant-focused plan design that strengthens outcomes and simplifies oversight.
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.
Senior Vice President,
Financial Advisor
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Senior Vice President,
Financial Advisor
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Senior Vice President,
Financial Advisor
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Financial Advisor | Relationship Manager
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Senior Vice President,
Financial Advisor
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