3 weeks ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
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301 Grant St
#2925
Pittsburgh,
PA
15219
Phone: 412.931.2700
Mon–Fri, 8:30 am–5:00 pm
Wealth Management
Endowments & Foundations
Institutional Retirement
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 Pittsburgh-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans.
Keith Biskup, CFP®
Vice President,
Financial Advisor
Jeff Heasley, AIF®, PPC®
Vice President,
Financial Advisor
Joseph C. (J.C.) Howard, CFA®, CFP®
Vice President,
Financial Advisor
Patrick Marlatt
Senior Vice President,
Financial Advisor
Michael Passalinqua, CFP®
Vice President,
Financial Advisor
Anthony Scarpo
Vice President,
Financial Advisor
Joseph A. Scarpo
Principal,
Financial Advisor
Nicholas Wilson
Vice President,
Financial Advisor
News & Resources
Wealth Management
Resources
1 month ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
Wealth Management
1 month ago
Market Update | October 2021
So far, 2021 has been a year of notable growth...
In the Community
1 month ago
The CAPTRUST Community Foundation Overview
The CAPTRUST Community Foundation (CCF) is a registered 501(c)(3) charity...
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