Rochester, NY
CAPTRUST’s Rochester-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.
Individuals & Families
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.
CAPTRUST
Rochester
CAPTRUST’s Rochester office is the firm’s only location in Upstate New York. Local advisors specialize in investment and wealth management, private investments, and family office services. Through a team-based approach to financial planning, CAPTRUST Rochester is dedicated to helping clients achieve their long-term financial goals.
Our Team
Thomas M. Bartlett
Principal | Financial Advisor
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Gabriel K. Chodak
Principal | Financial Advisor
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Rachel Coia
Senior Associate | Wealth Planning
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Jesse Cramer
Vice President | Financial Advisor
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Colin J. Desrosiers
Senior Financial Advisor | Investments
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Our team’s dedication is our greatest strength. We have built a talented, hardworking team that is deeply committed to our clients’ success.