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CAPTRUST
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Bethlehem
28 people · 0 jobs
The Bethlehem office focuses on wealth management and business development, supporting client relationship and financial planning services.
Laura Morganelli
Financial Advisor
Rick Shoff
Managing Director, Advisor Support Group
Marcus N. Magyar
Principal
Stefanie Olah
Christopher Huber
Brendan Nosovitch
Amy Au
Consultant | Business Development
Jeffrey Evans
Vice President | Financial Advisor
Joel Sutcliffe
Client Management Consultant
Lynn DiRenzo
Emily Fritz
Client Management Consultant | Client Wealth Services
Zach McCann
Senior Financial Advisor
Denise Kowitz
Director | Compliance Operations
Amy Fullen
Senior Business Development Associate
Alyson Matlock
Senior Associate, Business Development
Louise Loehwing
Relationship Manager - Business Development
Adam Beers
Senior Associate Portfolio Manager
Kareem Green
Associate II | Financial Planner
Jim Edwards
Principal | Financial Advisor
Salma Zaoudeh
Senior Consultant | Relationship Management
Kyle Shoemaker
Nick Schaefer
David Cacciabeve
Wes Schantz
Mark Chando
Ellie Capobianco
Wealth Management Intern (Institutional)
Jeff Ray
Wealth Planning Associate
Christopher Butz
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