Retirement Plan Advisory Services New York NY

Address

40 Wall Street 56th Floor
New York, NY 10005

Contact

Phone: 212.227.7770

Who We Serve

Retirement Plan Sponsors

Hours

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

See Nearby Locations

Lake Success, NY

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

New York

Supporting a variety of clients requires a team well-versed in the world of investing and wealth management. Our New York office is proud to offer solutions for individuals, retirement plan sponsors, endowments, and foundations. Discover endless opportunities for your financial future when you connect with your local CAPTRUST office today.

Our Team

Earle Allen

Principal,
Financial Advisor

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Elina Babadzhanova

Senior Financial Advisor

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Jared J. Hardin

Financial Advisor

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Rebecca Hedtler

Financial Advisor

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Timothy Irvin

Senior Financial Advisor

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We strive to meet each client where they are in the fiduciary due diligence process, working to understand their employees, their philosophy, and their goals. It’s this kind of approach that builds a trusting partnership, allows us to be an extension of their team, and ultimately improves retirement outcomes for their employees.

Emily Wrightson