2 months ago
High Fives for Making Thrive!
In November, WealthManagement released its very first listing of Thrive...
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3 Dakota Dr.
Suite 310
Lake Success,
NY
11042
Phone: 516.487.8220
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm
Wealth Management
Endowments and Foundations
Our Team
CAPTRUST's Lake Success office offers clients holistic financial services and is experienced in providing trusted, highly skilled and client-focused wealth management, investment advisory, and financial planning services as well as investment advisory services to endowments and foundations.
David E. Goldberger
Financial Advisor
Veronica Karas, CFP®
Vice President,
Financial Advisor
Alan Kleinberg, CFP®
Senior Vice President,
Financial Advisor
Michael Lenzo
Financial Advisor
Claude Molosiu, CFA®
Vice President,
Financial Advisor
Lori Morse
Financial Advisor
Marilyn Schaja
Vice President,
Financial Advisor
Brett Schwartz, CFP®
Senior Financial Advisor
David H. Schwartz, CFP®
Senior Vice President,
Financial Advisor
Fred Sloan, CFA®
Senior Vice President,
Financial Advisor
Kathy Waters
Vice President,
Financial Advisor
Oleg Zviagin
Financial Advisor
Elaine Phillips, CFP®
Financial Advisor
News & Resources
Announcements
Announcements
3 months ago
VESTED, Fall 2019
We are pleased to announce that the Fall 2019 issue...
Announcements
7 months ago
VESTED, Summer 2019
We are pleased to announce that the Summer 2019 issue...
Wealth Management
9 months ago
Market Update | April 2019
In this video CAPTRUST CIO Kevin Barry reminds us that...
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New York - Lake Success
3 Dakota Dr.
Suite 310
Lake Success, NY 11042
Phone 516.487.8220