Contact
Phone: 330.535.4550
Hours
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
CAPTRUST’s Akron office specializes in financial advice and solutions for retirement plan sponsors, endowments, and foundations.
Phone: 330.535.4550
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 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.
We’re here to serve as a guiding hand helping you navigate financial and fiduciary responsibilities on behalf of your Akron-based company or nonprofit organization. Our values-based approach ensures CAPTRUST advisors have your financial goals top of mind. Reach out to our office today to learn how our expert team can help you.
Financial Advisor | Relationship Manager
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