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CAPTRUST
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Bethlehem
23 people · 0 jobs
The Bethlehem office focuses on wealth management and business development, supporting client relationship and financial planning services.
Denise Kowitz
Director | Compliance Operations
Amy Au
Consultant | Business Development
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
Joel Sutcliffe
Client Management Consultant
Brendan Nosovitch
Financial Advisor
Jeffrey Evans
Vice President | Financial Advisor
Jim Edwards
Principal | Financial Advisor
Ellie Capobianco
Wealth Management Intern (Institutional)
Lynn DiRenzo
Nick Schaefer
Wes Schantz
Mark Chando
Christopher Butz
Kyle Shoemaker
Senior Financial Advisor
Jeff Ray
Wealth Planning Associate
David Cacciabeve
Salma Zaoudeh
Senior Consultant | Relationship Management
Zach McCann
Emily Fritz
Client Management Consultant | Client Wealth Services
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