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Warren, NJ

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15 Independence Boulevard
Warren, NJ 07059

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Phone: 973.538.4347

Mon–Fri, 8:00 am–5:00 pm

Institutional Retirement
Endowments & Foundations

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Introduction

CAPTRUST’s retirement plan clients benefit from the firm’s centralized model, which is supported by a deep bench of highly specialized talent. Learn about the suite of resources CAPTRUST’s institutional advisors leverage to create a best-in-class client experience, including investment manager due diligence, customized participant advice, vendor analysis, and the latest in cybersecurity.

Our Team

CAPTRUST’s Warren-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits.

Advisor

Michael C. Amberger, AIF®

Senior Vice President,
Financial Advisor

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Advisor

Jared Anderson, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Lorice Bianchi

Senior Vice President,
Financial Advisor

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Advisor

David Hudak, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Edward Landsman

Senior Vice President,
Financial Advisor

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Advisor

Duncan McNiff

Senior Vice President,
Financial Advisor

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Advisor

Scott Rubin, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Daniel Urban, QPFC, TGPC

Senior Vice President,
Financial Advisor

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News & Resources

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Contact Us

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Warren, NJ

15 Independence Boulevard
Warren, NJ 07059
Phone 973.538.4347
Map | Directions