Izzy Loughlin

Vice President | Financial Advisor

Izzy Loughlin has a diverse background in financial services with extensive experience in wealth management and client relations. Beginning as a Financial Advisor at Merrill Lynch Wealth Management from October 2018 to November 2019, Izzy then transitioned to HNP Capital LLC (now Courier Capital) as a Wealth Advisor from November 2019 to May 2023. Following that role, Izzy served as a Portfolio Advisor and Retirement Specialist at Courier Capital until January 2024. Izzy has also worked as an Associate Relationship Manager at Cobblestone Capital Advisors, LLC from January 2024 to October 2025. Currently, Izzy holds the position of Vice President | Financial Advisor at CAPTRUST since September 2025.

Location

Rochester, United States

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