3 days ago
CAPTRUST Named to Barron’s 2023 Top RIA List
CAPTRUST ranks seventh on Barron’s prestigious Top RIA list for...
3200 East 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
Institutional Retirement
Endowments & Foundations
Chris Bergthold, CFP®
Financial Advisor,
Relationship Manager
John Brimhall, CPA, CFA, CFP®
Financial Advisor,
Relationship Manager
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,
Head of Tax Services
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
Carol J. Romney, CFP®, CFA
Financial Advisor,
Relationship Manager
Allie Russo, CFA
Financial Advisor,
Relationship Manager
J.T. Vandegriff, CAIA, CFA, CFP®
Principal,
Financial Advisor
Jennifer Wertheim, CPA
Director,
Tax
David Westra, AIF®, CFP®, CPFA
Principal,
Financial Advisor
3 days ago
CAPTRUST ranks seventh on Barron’s prestigious Top RIA list for...
2 months ago
CAPTRUST was named #1 on Financial Advisor Magazine’s 2023 RIA...
5 months ago
Investors entered the opening quarter of 2023 on the edge...
6 months ago
The National Association of Plan Advisors (NAPA) named 31 CAPTRUST...