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Uniontown_Blue

1640 Corporate Woods Cr
Uniontown, OH 44685

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Phone: 330.896.6250

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

Wealth Management
To access your client view web portal, click here

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 Uniontown-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.

Advisor

Mario C. Giganti, AIFA®, CEPA®, CFP®, CPA

Senior Vice President,
Financial Advisor

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Advisor

Mark W. Fearigo, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Nathan Bopp, AIF®, CFP®, RICP®

Senior Vice President,
Financial Advisor

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Advisor

Glen Hahlen, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Lisa Hay, AIF®, CFP®, CKA®, CPA, RICP®

Financial Advisor

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Advisor

Daniel R. Harsh, CFP®

Financial Advisor,
Financial Planning

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Advisor

Amanda Bernier, CFP®

Financial Advisor,
Relationship Manager

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Advisor

Nathan Webel, CFP®

Financial Advisor,
Wealth Client Service

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Contact Us

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Uniontown, OH

1640 Corporate Woods Cr
Uniontown, OH 44685