Contact
Phone: 412.931.2700
Hours
Mon–Fri, 8:30 am–5:00 pm
CAPTRUST’s Pittsburgh financial advisors provide comprehensive wealth management and investment advisory services to clients of all types.
Phone: 412.931.2700
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.
Through a centralized model, our financial advisors leverage a deep bench of resources to deliver a best-in-class experience for every client. Backed by a breadth of national locations, our financial consultants take pride in our commitment to develop and strengthen client relationships that keep your needs at the forefront of everything we do. Get started today at your Pittsburgh CAPTRUST office.
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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