2 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
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Roseville, CA
1410 Rocky Ridge Dr
#150
Roseville,
CA
95661
Phone: 916.924.7527
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
Wealth Management
Institutional Retirement
Q1 2022 Newsletter
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 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, CPFA®
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
Andrew Costello, CFP®
Senior 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
Resources
Wealth Management
2 months ago
Market Update | April 2022
The first three months of 2022 have been a roller...
Resources
5 months ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
Wealth Management
5 months ago
Market Update | January 2022
After a turbulent 2021, everyone is ready to get back...
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