Address

542 Rugh St #1000
Greensburg, PA 15601

Contact

Phone: 724.830.8800

Who We Serve

Endowment & Foundation Leaders Individuals & Families Retirement Plan Sponsors

Hours

Mon–Fri, 8:30 am–5:00 pm

Endowment & Foundation Leaders

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 & 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.

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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.

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CAPTRUST

Greensburg

Invest in your financial success with our wide selection of advisory services that keep your needs top-of-mind. With support from locations across the country, CAPTRUST’s centralized model boasts a suite of resources and industry-leading expertise to address your unique challenges. Connect with your local CAPTRUST advisor today to get started.

Our Team

Keith Biskup

Vice President | Financial Advisor

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Jeff Heasley

Vice President | Financial Advisor

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Joseph C. (J.C.) Howard

Vice President | Financial Advisor

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Patrick Marlatt

Principal | Financial Advisor

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Michael Passalinqua

Vice President | Financial Advisor

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We are much more than just investment advisors. We are problem solvers. Our clients get access to a deep bench of knowledge and decades of experience in the industry. Our goal is to help them sleep soundly at night, knowing that they have a team of experts who are laser-focused on helping them succeed.

JC Howard