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Pittsburgh-Film

301 Grant St #2925
Pittsburgh, PA 15219

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Phone: 412.931.2700

Mon–Thur, 8:30 am–5:00 pm
Fri, 8:30 am–4:00 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.

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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.

Advisor

Jeff Heasley, AIF®, PPC®

Vice President,
Financial Advisor

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Advisor

Joseph C. (J.C.) Howard, CFA®, CFP®

Vice President,
Financial Advisor

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Advisor

Patrick Marlatt

Senior Vice President,
Financial Advisor

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Advisor

Michael Passalinqua, CFP®

Vice President,
Financial Advisor

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Contact Us

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Pittsburgh, PA

301 Grant St
#2925
Pittsburgh, PA 15219