CAPTRUST’s Greensburg-based advisors provide wealth management services to high-net-worth individuals, business owners, and families, as well as investment advisory services to endowments and foundations of nonprofits.
Phone: 724.830.8800
Mon–Fri, 8:30 am–5:00 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.
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.
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
Invest in your financial success with our wide selection of advisory services that keep your needs top-of-mind. With support from locations across the country, CAPTRUST’s centralized model boasts a suite of resources and industry-leading expertise to address your unique challenges. Connect with your local CAPTRUST advisor today to get started.
Vice President,
Financial Advisor
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Vice President,
Financial Advisor
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Vice President,
Financial Advisor
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Principal,
Financial Advisor
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Vice President,
Financial Advisor
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