Contact

Phone: 610.954.0400

Who We Serve

Individuals

Hours

Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm

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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.

Explore Our Services

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CAPTRUST
Bethlehem

Our team of trusted advisors are proud to bring their industry expertise to clients in need of financial advice and investment strategy. Through a values-based approach, we strive to provide a best-in-class experience for every client that walks through our doors. Discover the CAPTRUST difference when you connect with our Bethlehem office.

Our Team

Christopher Huber

Financial Advisor

Jerry B. McQueen

Senior Vice President,
Financial Advisor

Bradley Pendzick

Financial Advisor

Michael J. Peters

Managing Principal,
Financial Advisor

Christopher Zavecz

Senior Vice President,
Financial Advisor

Culture is the foundation of our success. It’s about more than just business; it’s about creating a positive, ethical environment where every employee has a stake in our collective future.
Fielding Miller

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.