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101 Federal Street 14th Floor
Boston, MA 02110

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Phone: 617.488.2700

Mon–Fri, 8:30 am–5:30 pm

Wealth Management

Introduction

For wealth management clients, CAPTRUST offers a best-in-class experience, thanks to the firm’s centralized model, which is supported by highly specialized talent with deep expertise. Tune in to see the suite of resources CAPTRUST’s wealth advisors have available to them—from industry-leading cybersecurity and centralized trading to performance reporting tools and wealth planning technology like WealthView.

Our Team

CAPTRUST’s Boston-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families. Our skilled advisors provide clients with the knowledge, experience, and judgment they need to make effective financial decisions.

Advisor

Kathaleen M. Coelho, CFP®, CPA

Vice President,
Financial Advisor

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Advisor

Joshua T. Hohlfelder, CPA, CFP®, AEP®

Vice President,
Financial Advisor

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Advisor

Christopher F. Mahoney, CFP®

Principal,
Financial Advisor

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Advisor

Rebecca Pouliot, CPA, CFP®, AEP®

Principal,
Financial Advisor

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Advisor

Brian Rivotto, CPA, PFS

Managing Principal,
Financial Advisor

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Advisor

Kathy Wallace, CFP®, CTFA

Principal,
Financial Advisor

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Contact Us

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Boston, MA - (101 Federal Street)

101 Federal Street
14th Floor
Boston, MA 02110