1 month ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
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3200 E. Camelback Road #300
Phoenix,
AZ
85018
Phone: 602.468.1232
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–1:00 pm
Wealth Management
ShareFile: MRA Quarterly Reports, Commentaries, and Notices
Introduction
For wealth management clients, CAPTRUST offers a best-in-class experience, thanks to the firm’s centralized model, which is supported by highly specialized talent with deep expertise. Tune in to see the suite of resources CAPTRUST’s wealth advisors have available to them—from industry-leading cybersecurity and centralized trading to performance reporting tools and wealth planning technology like WealthView.
Our Team
CAPTRUST’s Phoenix-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families. The team enjoys working directly with clients in all areas of financial and investment strategy, specializing in holistic tax, retirement, and estate planning.
Christina Burroughs, CFP®
Principal,
Financial Advisor
Eric Ensign, CPA
Principal,
Financial Advisor
Nathan Erickson, CAIA, CFA®
Principal,
Financial Advisor
Mark Feldman CFP®, CPA, PFS™
Principal,
Financial Advisor
Will Froelich, CFA®, CFP®
Principal,
Financial Advisor
Mary Ann Hennelly-Favata, CFP®
Senior Financial Advisor
Ken Garrett, CPA
Director,
Tax
Mike Hirte, CPA
Principal,
Tax
Evan Judge, CFA®, CFP®
Principal,
Financial Advisor
Brad Lemon
Principal,
Financial Advisor
Ryan Penniman, CPA
Principal,
Financial Advisor
Frank Pyles, CFP®, CIMA®
Vice President,
Financial Advisor
J.T. Vandegriff, CAIA, CFA®, CFP®
Principal,
Financial Advisor
David Westra, AIF®, CFP®, CPFA
Principal,
Financial Advisor
News & Resources
Wealth Management
Wealth Management
3 months ago
September Tax Proposals
This two-minute read breaks down the Biden Administration’s mid-September announcement...
Announcements
4 months ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
Wealth Management
5 months ago
Market Commentary | Inflation
In May, the annualized inflation rate measured at 5 percent,...
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