15 mins ago
VESTED, Fall 2019
We are pleased to announce that the Fall 2019 issue...
Back to all locations
3 Dakota Drive,
#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
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.
David E. Goldberger
Financial Advisor
Veronica Karas, CFP®
Vice President,
Financial Advisor
Alan Kleinberg, CFP®
Senior Vice President,
Financial Advisor
Laurie Lange
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
4 months ago
VESTED, Summer 2019
We are pleased to announce that the Summer 2019 issue...
Wealth Management
6 months ago
Market Update | April 2019
In this video CAPTRUST CIO Kevin Barry reminds us that...
Investment Strategy
6 months ago
The Inverted Yield Curve: Meaningful Signal, But Not an Omen
Our latest Investment Strategy article explores the event of an...
Contact Us
How can we help?