5 days ago
SECURE Act Spurs Access, Interest, Retirement Readiness
As retirement plan sponsors and recordkeepers start to think about...
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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,
Relationship Manager
Veronica Karas, CFP®
Vice President,
Financial Advisor
Alan Kleinberg, CFP®
Principal,
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®
Principal,
Financial Advisor
Fred Sloan, CFA®
Principal,
Financial Advisor
Kathy Waters
Vice President,
Financial Advisor
Oleg Zviagin
Financial Advisor
Elaine Phillips, CFP®
Financial Advisor,
Relationship Manager
News & Resources
Retirement Plans
Resources
1 week ago
House Passes Historic Coronavirus Stimulus Package
Today, the House of Representatives passed and President Trump is...
Wealth Management
2 weeks ago
Coping with Market Volatility
Learn more about our thoughts on the COVID-19 virus and...
Retirement Plans
3 weeks ago
Staying the Course For Retirement
Investment markets around the world are experiencing unprecedented volatility which...
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How can we help?
New York - Lake Success
3 Dakota Dr.
Suite 310
Lake Success, NY 11042
Phone 516.487.8220