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Doylestown_Blue

1980 South Easton Road,
Suite 210
Doylestown, PA 18901

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Phone: 215.348.8811

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm

Wealth Management
Institutional Retirement
Endowments & Foundations

Our Team

The CAPTRUST Doylestown office specializes in providing comprehensive wealth management and retirement plan advisory services to high-net-worth investors, private foundations, and corporate executives.

Advisor

Christopher D. Kulick, Jr., CIMA®

Senior Vice President,
Financial Advisor

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Advisor

Paul H. Schaffer, AIF®

Senior Vice President,
Financial Advisor

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Advisor

Catherine Seeber, CFP®, CeFT®

Vice President,
Financial Advisor

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Advisor

Sean E. Teesdale, CFA®

Vice President,
Financial Advisor

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Advisor

Scott A. Wertheim, AIF®, CEBS

Senior Vice President,
Financial Advisor

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News & Resources

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Doylestown, PA

1980 South Easton Road,
Suite 210
Doylestown, PA 18901
Phone 215.348.8811