Contact

Phone: 973.538.4347

Hours

Mon–Fri, 8:00 am–5:00 pm

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Endowments & Foundations
Retirement Plan Sponsors

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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CAPTRUST
Warren

When working with our clients, we offer a custom, comprehensive approach to their investment advising needs—a method that’s not always guaranteed within our industry. By leveraging our deep bench of resources and years of expertise, our advisors provide a best-in-class experience for each client that walks through our doors. Connect with your local CAPTRUST office today.

Our Team

Michael C. Amberger

Senior Vice President,
Financial Advisor

Jared Anderson

Senior Vice President,
Financial Advisor

Lorice Bianchi

Senior Vice President,
Financial Advisor

David Hudak

Senior Vice President,
Financial Advisor

Edward Landsman

Senior Vice President,
Financial Advisor

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With our expertise, our tools, and our decades of experience on tap, I think plan sponsors feel more confident and comfortable managing their fiduciary duties.
Attilla Toth

Resources

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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.