Contact

Phone: 617.488.2700

Hours

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

See Nearby Locations
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.

Explore Our Services

A group of people sitting around a table in an office.

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.

Explore Our Services

A couple in a red convertible driving down a country road.

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.

Explore Our Services

Two business people looking at a tablet in an office.
CAPTRUST
Boston

Boston is a city founded on independence. We strongly identify with that ideal. We’ve brought objective investment advice to our Massachusetts clients for over twenty years. With a focus on establishing portfolios without compromising our values, we’d love to bring our expertise to your unique financial needs.

Our Team

Robert C. Auditore

Principal,
Financial Advisor

Maria Avgoustis

Jennifer Barker

Senior Financial Advisor

John Buckley

Senior Financial Advisor

Cara Cannon

Financial Advisor

View All
To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That’s the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.
Fielding Miller

Resources

Get Informed

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