Vicus Capital
A World-Class Experience in a First-Class Partnership Vicus Capital, Inc, is a boutique investment management and advisory firm. We specialize in the design and implementation of comprehensive wealth and security strategies on behalf of financial advisors to help investors accumulate, protect, and transfer wealth. Headquartered in State College, Pennsylvania, Vicus Capital has evolved into a dynamic, national financial services company. We are driven by our desire to understand and deliver on the unique needs and goals of financial advisors and their clients. At our core, we believe the lives of advisors and clients can be enriched through a partnership with an investment management firm focused on professional guidance delivered through a world-class service experience. Financial Planning and Investment Advisory Services offered through Vicus Capital, Inc, a federally Registered Investment Advisor.
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Verified contacts
36
available on Kipplo
LinkedIn employees
36
51 to 200 range
Open roles
—
no listings
Distinct roles
31
indexed titles
Tech stack
0
tools in use
Monthly traffic
104
organic / mo
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Decision-makers and verified team members
36 contacts with verified email or phone · masked until revealed.
- EH
Ethan Haupt
Help Desk Technician · Information Technology
EmailPhone - AM
Alison Martin
Director of Business Development · Sales & Business Development
EmailPhone - RH
Robert Hinson
Director, Investment Operations & Trading · Operations
EmailPhone - DR
David Rosenblatt
Portfolio Manager · Finance & Accounting
EmailPhone - MF
Mary Fogle
Compensation Manager · Human Resources
EmailPhone - BP
Benjamin Payne
Compliance Associate · Finance & Accounting
EmailPhone - CT
Cy Treaster
Portfolio Analyst, Custom Solutions · Finance & Accounting
EmailPhone - DD
Darrel Drown
Financial Planner · Finance & Accounting
EmailPhone - GY
Gretchen Young
Investment Operations Associate · Operations
EmailPhone
Showing 9 of 36 verified contacts
Top roles at Vicus Capital
31 distinct titles indexed · top 10 shown.
- 2advisory operations associate
- 2chief operating officer
- 1,,
- 1administration assistant
- 1advisor engagement associate
- 1advisor operations assistant
- 1chief compliance officer
- 1client services associate
- 1commissions specialist
- 1compensation manager
- +21more titles
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