2 days ago
VESTED, Fall 2019
We are pleased to announce that the Fall 2019 issue...
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7812 McEwen Road,
Suite 400
Dayton,
OH
45459
Phone: 937.223.0600
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm
Wealth Management
Our Team
The CAPTRUST Dayton office specializes in providing retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and business owners.
Kathleen Carlson, CFA®
Vice President,
Financial Advisor
Ryan W. Lee, CFP®
Vice President,
Financial Advisor
News & Resources
Announcements
Announcements
4 months ago
VESTED, Summer 2019
We are pleased to announce that the Summer 2019 issue...
Announcements
3 years ago
CAPTRUST Named to DBJ’s List of Top Money Management Firms
The Dayton Business Journal (DBJ) has ranked CAPTRUST number 17...
Announcements
3 years ago
CAPTRUST’s Carlson Named One of the Dayton Region’s Fifty Most Influential Women
CAPTRUST’s Kathleen Carlson was recognized as one of the Dayton...
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