3 weeks ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
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Pittsburgh, PA
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
Principal,
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
Resources
Wealth Management
4 weeks ago
Market Update | July 2022 | Short Version
Midway through 2022, investors and consumers are frustrated with rising...
Wealth Management
4 weeks ago
Market Update | July 2022
Midway through 2022, investors and consumers are frustrated with rising...
Resources
4 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
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