Katie Moschella is a senior consultant relationship manager based in Boston.

Katie plays a critical role in the delivery of investment and wealth management services to clients.

She assists in the management of client investment portfolios and supports the work of the estate and financial planning team. She serves as a trusted point of contact for both clients and their accountants and attorneys.

Katie has almost 20 years of wealth management experience, including vice president of client operations at a large RIA in Boston, where she focused on delivering extraordinary results in client satisfaction. Katie began as a client service associate at Boston Financial Management (BFM) before transitioning to the role of associate wealth manager. She joined CAPTRUST in late 2024, when BFM became CAPTRUST.

She earned a Bachelor of Science degree in finance from Bentley University, a certificate from Boston University’s Financial Planning program, and is a Certified Trust Fiduciary Advisor.