Trees

Charles W. Manning

Chuck helped form CapTrust Financial Advisors in 1998.  Chuck’s career in the investment industry began in 1966 as a stockbroker for Francis I. DuPont, Inc. in Wilmington, Delaware.  He worked for several major brokerage firms in the 1970’s before forming an office for Dean Witter Reynolds, Inc. in 1979.  In 1985, Chuck founded the West Chester, Pennsylvania branch for Janney Montgomery Scott, Inc., a regional brokerage firm based in Philadelphia.  Chuck earned his B.A. degree from the University of Delaware.

Mark J. Manning

Mark joined CapTrust in 1998.  Prior to CapTrust, Mark worked for several years as a financial consultant at Janney Montgomery Scott.  He was an officer in the Air Force from 1986 to 1992, serving as an aviation weather forecaster and instructor for pilots and navigation students.  Mark earned his B.S. degree in atmospheric sciences at Rutgers University.  He completed his M.B.A. in Finance at California State University, Sacramento.

Brad Wallick, CFA ®

Brad joined CapTrust in 2012 specializing in investment research, global market strategy, and asset management.  Brad began his investment career at T. Rowe Price in Baltimore, Maryland in 1995.  Prior to joining CapTrust, Brad spent a decade working in New York City producing investment research and global market strategy reports for institutional investors.  He worked at an institutional equity research firm and spent several years working at investment bank Natexis Bleichroeder (formerly Arnhold and S. Bleichroeder).  Brad earned his B.S. degree in Finance at the University of Delaware.  He obtained a M.S. in Finance from The George Washington University, in Washington D.C.  Brad has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Philadelphia.

JoAnn DiOttavio

JoAnn is the Operations Manager at CapTrust.  She began her career in the investment industry in 1981 and had worked at Dean Witter Reynolds and Janney Montgomery Scott prior to joining CapTrust in 1998.  JoAnn graduated from Brandywine College.

Kim Orsetti

Kim is a Client Service Associate and Analyst for CapTrust.  Prior to joining CapTrust in 2003, she served for several years as a programmer analyst for Delaware Charter Guarantee & Trust.  Kim earned a B.S. in Management Information Systems from Goldey-Beacom College.