Contact
Phone: 212.227.7770
Who We Serve
Retirement Plan SponsorsHours
Mon–Thur, 8:30 am–5:30 pmFri, 8:30 am–4:00 pm
Phone: 212.227.7770
Mon–Thur, 8:30 am–5:30 pmFri, 8:30 am–4:00 pm
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
Supporting a variety of clients requires a team well-versed in the world of investing and wealth management. Our New York office is proud to offer solutions for individuals, retirement plan sponsors, endowments, and foundations. Discover endless opportunities for your financial future when you connect with your local CAPTRUST office today.
Principal,Financial Advisor
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Senior Financial Advisor
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Financial Advisor
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Financial Advisor
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Senior Financial Advisor
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Chief Compliance Officer
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Financial Advisor
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Senior,Financial Advisor
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Senior Financial Advisor
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Principal,Financial Advisor
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Senior Manager,Plan Consulting
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Principal,Financial Advisor
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From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.
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