3 weeks ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
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1410 Rocky Ridge Dr
#150
Roseville,
CA
95661
Phone: 916.924.7527
Mon–Fri, 8:00 am–5:00 pm
Wealth Management
Institutional Retirement
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Q2 Newsletter
Our Team
CAPTRUST’s Roseville-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans.
Brian Abad
Vice President,
Financial Advisor
Peter Ashby, CFP®, AWMA®
Vice President,
Financial Advisor
Kelly Brothers, CFP®, MBA
Principal,
Financial Advisor
Alex Brown, CPA, CFP®
Principal,
Financial Advisor
Lon Burford, CFP®
Principal,
Financial Advisor
Randy Byard
Vice President,
Financial Advisor
Kevin A. Chang, CPA, CFP®, AIF®
Principal,
Financial Advisor
Kyle Clark, CFP®
Vice President,
Financial Advisor
Rob Cook, CPA, CFP®
Financial Advisor,
Financial Planning
Andrew Costello, CFP®
Consultant,
Relationship Manager
Will Gabri, CFP®
Vice President,
Financial Advisor
Michael Genovese, CFP®
Principal,
Financial Advisor
Mark Huffman, JD, CFP®
Vice President,
Financial Advisor
John Lockwood, CFP®, CLU®
Principal,
Financial Advisor
Kathryn McCall, CFP®
Financial Advisor,
Financial Planning
Scott C. Thomas, CFP®, MBA
Principal,
Financial Advisor
Yen Truong, CFP®
Senior Associate,
Financial Planning
Rod Waterbury, JD, CFP®
Principal,
Financial Advisor
News & Resources
Announcements
Announcements
1 month ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
Resources
2 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
Announcements
2 months ago
CAPTRUST Named Largest RIA for Sixth Consecutive Year
CAPTRUST has been named the largest registered investment advisor (RIA)...
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