Contact

Phone: 412.931.2700

Hours

Mon–Fri, 8:30 am–5:00 pm

Endowments & Foundations
Individuals
Retirement Plan Sponsors

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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Individuals

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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CAPTRUST
Pittsburgh Financial Advisors

Through a centralized model, our financial advisors leverage a deep bench of resources to deliver a best-in-class experience for every client. Backed by a breadth of national locations, our financial consultants take pride in our commitment to develop and strengthen client relationships that keep your needs at the forefront of everything we do. Get started today at your Pittsburgh CAPTRUST office.

Our Team

Keith Biskup

Vice President,
Financial Advisor

Jeff Heasley

Vice President,
Financial Advisor

Joseph C. (J.C.) Howard

Vice President,
Financial Advisor

Patrick Marlatt

Principal,
Financial Advisor

Michael Passalinqua

Vice President,
Financial Advisor

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Our seasoned team specializes in assisting institutions and high-net-worth individuals design and implement professional, customized investment strategies that are consistent with their goals.
Joe Scarpo

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.