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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1640 Corporate Woods Cr
Uniontown,
OH
44685
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.
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
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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