1 month ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
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1640 Corporate Woods Cr
Uniontown,
OH
44685
Phone: 330.896.6250
Mon–Fri, 8:00 am–4:30 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.
Our Team
CAPTRUST’s Uniontown-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.
Mario C. Giganti, AIFA®, CEPA®, CFP®, CPA
Senior Vice President,
Financial Advisor
Mark W. Fearigo, CFP®
Senior Vice President,
Financial Advisor
Nathan Bopp, AIF®, CFP®, RICP®
Senior Vice President,
Financial Advisor
Glen Hahlen, CFP®
Senior Vice President,
Financial Advisor
Mark Muntean, AIF®, CFA®, CFP®
Financial Advisor
Lisa Hay, AIF®, CFP®, CKA®, CPA, RICP®
Financial Advisor
Daniel R. Harsh, CFP®
Financial Advisor,
Financial Planning
Amanda Bernier, CFP®
Financial Advisor,
Relationship Manager
Nathan Webel, CFP®
Financial Advisor,
Wealth Client Service
News & Resources
Wealth Management
Resources
2 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
Wealth Management
2 months ago
Market Update | October 2021
So far, 2021 has been a year of notable growth...
In the Community
2 months ago
The CAPTRUST Community Foundation Overview
The CAPTRUST Community Foundation (CCF) is a registered 501(c)(3) charity...
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