Allentown, PA

Address

600 Hamilton St #900
Allentown, PA 18101

Contact

Phone: 610.865.2600

Who We Serve

Endowments & Foundations Individuals Retirement Plan Sponsors

Hours

Mon–Fri, 8:30 am–5:00 pm

See Nearby Locations

Bethlehem, PA

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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Individuals

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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CAPTRUST

Allentown

Our commitment to providing Pennsylvania clients with objective financial advice stands true in Allentown, PA. Achieving your unique goals requires an expert team that operates with integrity and intention—two qualities found at the heart of our company. Connect with our local advisors and identify solutions that point you toward financial success. Contact CAPTRUST today to get started.

Our Team

Chris Butz

Principal,
Financial Advisor

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David Cacciabeve

Senior,
Financial Advisor

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Mark Chando

Senior,
Financial Advisor

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Jim Edwards

Principal,
Financial Advisor

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Jeff Evans

Senior Financial Advisor

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We specialize in helping our wealth clients grow and protect their wealth, mitigate risk, and perpetuate legacies through multigenerational planning. Our institutional team partners with retirement plan sponsors to provide investment advisory services, fiduciary support, plan design, provider analysis, and fee benchmarking, as well as industry-leading participant financial wellness and advice services.

Mike Molewski