Joseph C. (J.C.) Howard, CFA®, CFP®

Vice President,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

J.C. Howard is a wealth management financial advisor based in Pittsburgh, PA.

CAPTRUST welcomed J.C. in 2021. He works with a multi-generational team of private wealth advisors focused exclusively on the financial needs of accomplished families and institutions. The team integrates their diverse areas of expertise in tax, estate, and investment management to provide customized solutions that ensure each client accomplishes their unique goals.

J.C. holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Pittsburgh. He is also a member of CAPTRUST’s NMBL (New Money Buy List) Committee, which provides CAPTRUST advisors with an approved “buy” list of individual stock recommendations.

Along with the Chartered Financial Analyst® designation, J.C. is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association of Pittsburgh.

J.C. is a lifelong Pittsburgher, having grown up in the North Hills where he still lives with his wife, Katie; their son, Elliot; and their golden retriever, Butter. He is a proud graduate of St. Vincent College where he received a Bachelor of Science degree in finance and investment management. Most importantly, he met Katie while attending St. Vincent.

J.C.’s faith has always played a central role in his life. He is active in his local parish, Regina Coeli, and serves on the finance council.

Education

  • Bachelor of Science degree in finance and investment management from Saint Vincent College

Industry Designations

  • Chartered Financial Analyst®
  • CERTIFIED FINANCIAL PLANNER®

Memberships

  • Member of the Financial Planning Association of Pittsburgh
  • Member of the Finance Council for Regina Coeli Parish
  • Member of the CFA Society of Pittsburgh

Resources

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