2 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
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3 Dakota Dr.
Suite 310
Lake Success,
NY
11042
Phone: 516.487.8220
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm
Wealth Management
Endowments and Foundations
Our Team
CAPTRUST's Lake Success office offers clients holistic financial services and is experienced in providing trusted, highly skilled and client-focused wealth management, investment advisory, and financial planning services as well as investment advisory services to endowments and foundations.
David E. Goldberger
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, CFP®
Financial Advisor
Peggy A. Whitmore, AIF®, CRPS®, PRP
Vice President,
Financial Advisor
News & Resources
Resources
Retirement Plans
3 months ago
CARES Act: Practical Considerations for Plan Sponsors
Get the latest on the Coronavirus Aid, Relief, and Economic...
Retirement Plans
3 months ago
SECURE Act Spurs Access, Interest, Retirement Readiness
As retirement plan sponsors and recordkeepers start to think about...
Resources
3 months ago
House Passes Historic Coronavirus Stimulus Package
Today, the House of Representatives passed and President Trump is...
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New York - Lake Success
3 Dakota Dr.
Suite 310
Lake Success, NY 11042
Phone 516.487.8220