1 week ago
Alternative Investments for Endowments and Foundations
The elevated state of market volatility provides a timely reminder...
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Warren, NJ
15 Independence Boulevard
Warren,
NJ
07059
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.
Michael C. Amberger, AIF®
Senior Vice President,
Financial Advisor
Jared Anderson, CFA®
Senior Vice President,
Financial Advisor
Lorice Bianchi
Senior Vice President,
Financial Advisor
David Hudak, CFA®
Senior Vice President,
Financial Advisor
Edward Landsman
Senior Vice President,
Financial Advisor
Greg McCarthy, CFA®
Principal,
Financial Advisor
Duncan McNiff
Senior Vice President,
Financial Advisor
Scott Rubin, CFA®
Senior Vice President,
Financial Advisor
Michael Sasso
Principal,
Financial Advisor
Richard Torbinski
Principal,
Financial Advisor
Attila Toth
Principal,
Financial Advisor
Daniel Urban, QPFC, TGPC
Senior Vice President,
Financial Advisor
News & Resources
Endowments & Foundations
Resources
3 weeks ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
Wealth Management
3 weeks ago
Market Update | July 2022 | Short Version
Midway through 2022, investors and consumers are frustrated with rising...
Wealth Management
3 weeks ago
Market Update | July 2022
Midway through 2022, investors and consumers are frustrated with rising...
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