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Wes Schantz, ChFC®Principal, Financial Advisor

  • 600 Hamilton Street, Suite 900
    Allentown, PA 18101
  • 610.865.2600
  • LinkedIn

Wes joined CAPTRUST in 2015 as a principal, financial advisor with the firm’s merger with MFP Strategies and is responsible for 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. Prior to the merger, Wes served as partner and has worked in the industry for over 25 years.

EDUCATION

  • Bachelor of Arts degree from Lehigh University

INDUSTRY DESIGNATIONS

  • Chartered Financial Consultant™ (ChFC®)

MEMBERSHIPS

  • Board Member, Finance Committee Member and Chairman of the Executive Compensation Committee for Valley Youth House

INDUSTRY INVOLVEMENT

  • Co-Chairman of the Tocqueville Society for the United Way of the Greater Lehigh Valley

AWARDS AND RECOGNITION

  • 2018 Barron's Top 50 Institutional Consultants