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Los Angeles_Blue

2625 Townsgate Road,
Suite 330
Westlake Village, CA 91361

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Phone: 818.483.1590

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

Institutional Retirement
Endowments & Foundations

Our Team

CAPTRUST’s Los Angeles-based advisors specialize in providing retirement plan advisory services to corporate fiduciaries, in addition to implementing and maintaining investment due diligence processes as well as consulting on plan design plan sponsor best practices. The office boasts expertise in investment analysis, committee administration, fiduciary governance, plan design, employee education and communication, and both brokerage and mutual fund operations.

Advisor

Debbie G. Basch, RPA

Financial Advisor

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Advisor

Karen Casillas, AIF®, CFS®, CPFA

Vice President,
Financial Advisor

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Advisor

Mark A. Davis, QPFC

Senior Vice President,
Financial Advisor

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Los Angeles, CA

2625 Townsgate Road,
Suite 330
Westlake Village, CA 91361
Phone 818.483.1590