Contact
Phone: 973.538.4347
Hours
Mon–Fri, 8:00 am–5:00 pm
Our Warren-based advisors provide industry-leading advisory services to sponsors of corporate retirement plans, as well as endowments and foundations of nonprofits.
Phone: 973.538.4347
Mon–Fri, 8:00 am–5:00 pm
Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
When working with our clients, we offer a custom, comprehensive approach to their investment advising needs—a method that’s not always guaranteed within our industry. By leveraging our deep bench of resources and years of expertise, our advisors provide a best-in-class experience for each client that walks through our doors. Connect with your local CAPTRUST office today.
Senior Vice President,
Financial Advisor
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Senior Vice President,
Financial Advisor
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Senior Vice President,
Financial Advisor
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Financial Advisor | Relationship Manager
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Senior Vice President,
Financial Advisor
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