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Phoenix, AZ

Phoenix-film

3200 East Camelback Road #300
Phoenix, AZ 85018

Directions

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

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, as well as investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits. The team enjoys working directly with clients in all areas of financial and investment strategy, specializing in holistic tax, retirement, and estate planning.

Advisor

Chris Bergthold, CFP®

Financial Advisor,
Relationship Manager

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Advisor

John Brimhall, CPA, CFA, CFP®

Financial Advisor,
Relationship Manager

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Advisor

Christina Burroughs, CFP®

Principal,
Financial Advisor

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Advisor

Nathan Erickson, CAIA, CFA

Principal,
Financial Advisor

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Advisor

Mark Feldman CFP®, CPA, PFS

Principal,
Head of Tax Services

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Advisor

Will Froelich, CFA, CFP®

Principal,
Financial Advisor

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Advisor

Mary Ann Hennelly-Favata, CFP®

Senior Financial Advisor

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Advisor

Evan Judge, CFA, CFP®

Principal,
Financial Advisor

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Advisor

Carol J. Romney, CFP®, CFA

Financial Advisor,
Relationship Manager

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Advisor

Allie Russo, CFA

Financial Advisor,
Relationship Manager

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Advisor

J.T. Vandegriff, CAIA, CFA, CFP®

Principal,
Financial Advisor

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Advisor

David Westra, AIF®, CFP®, CPFA

Principal,
Financial Advisor

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Phoenix, AZ

3200 East Camelback Road #300
Phoenix, AZ 85018