Rebecca Pouliot is a wealth management financial advisor based in Boston, MA.
CAPTRUST welcomed Rebecca in 2021 as a principal and financial advisor. She brings over 25 years of experience in crafting and implementing solid, strategic financial plans. Rebecca serves many corporate executives and retired business owners, as well as their extended families. Through her client-centric approach and intimate understanding of family dynamics, Rebecca is often asked to take on the role of trustee for many clients.
Rebecca joined us from RINET Company—a fee-only wealth management firm—where she was a shareholder and served as managing director. She was also a member of the firm’s investment committee. Before joining RINET, Rebecca was a manager in the private client advisors practice at Deloitte and Touche, LLP. She focused on providing tax, estate, and financial planning services to high-net-worth executives. Rebecca earned a Bachelor of Science degree in accounting from Stonehill College and a Master of Science degree in taxation from Northeastern University.
Outside of work, Rebecca enjoys watching her children’s sporting activities, reading, walking, going to the beach, and donating her time and financial expertise to local educational-related groups.
Education
- Bachelor of Science degree in accounting from Stonehill College
- Master of Science degree in taxation from Northeastern University
- Graduate of the Schwab Executive Leadership Program
Industry Designations
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER®
- Accredited Estate Planner®
Industry Involvement
- Chair of the Roundtables Education Committee | Boston Estate Planning Council
Awards & Recognition
- AdvisorHub Advisors to Watch list | 2023, 2024
- WealthManagement.com “Top 40 under 40” | 2012
Disclosures
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA).
- CAPTRUST’s ranking on “Barron’s 2024 Top RIAs list” was based on both qualitative and quantitative data, including assets managed, technology spending, and staff diversity, along with other metrics, as of June 30, 2024. CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking
- CAPTRUST teams named on the “Barron’s 2025 Top 100 Institutional Consulting Teams” ranking were evaluated using a proprietary formula including 1) assets, 2) revenue, and 3) quality of practice for the year ending December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking. For more information on the methodology, please click here.
- CAPTRUST’s ranking on the “Financial Advisor magazine’s 2025 RIA Discretionary & Non-Discretionary ranking” was based on CAPTRUST’s total assets as of December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Financial Advisor magazine to obtain the ranking, but does pay a licensing fee for the use of the award logo.
- CAPTRUST advisors named on the “PLANADVISER Magazine 2026 Top Retirement Plan Advisers list” were based on advisor assets among other quantitative metrics, as of Dec. 31, 2025. To be listed, advisors had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Neither CAPTRUST nor its advisors paid a fee to PlanAdviser to obtain or use the ranking.
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA). Neither CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST advisors named on the “NAPA’s 2026 Aces: Top 100 Retirement Plan Advisors Under 40 list” were based on a combination of data submitted by the nominees including the following: Plan size managed, advisor revenue percentage relative to total assets under advisement, total dollar value of defined contribution/defined benefit book of business managed, and other criteria as of October 2025. CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST’s ranking on the “Best Investment Consultant – Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S.” by Crisil Coalition Greenwich for 2025 was based on interviews conducted between February and September 2024 by Crisil Coalition Greenwich. They held interviews with 699 individuals from 563 of the largest tax-exempt funds in the U.S. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. Neither CAPTRUST nor its advisors paid a fee to Crisil Coalition to obtain or use the ranking.