Contact

Phone: 516.487.8220

Hours

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–5:00 pm

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Endowments & Foundations
Individuals

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.

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Individuals

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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CAPTRUST
Lake Success

As the preferred choice for investment advisory services, we strive to establish client relationships built on trust and transparency. No matter your situation, our team of experts will create tailored solutions driven by your goals. Take the next step toward financial success. Contact your local CAPTRUST office today.

Our Team

Alexa Hladick

Senior Associate | Financial Planning

Veronica Karas

Principal,
Financial Advisor

Alan Kleinberg

Principal,
Financial Advisor

Michael Lenzo

Financial Advisor

Claude Molosiu

Principal,
Financial Advisor

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We understand that the decisions our clients make today can impact their families for decades, or generations. That’s why our holistic approach focuses on helping clients reach both their short- and long-term goals.
Veronica Karas

Resources

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