1 month ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
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One Liberty Sq
10th Floor
Boston,
MA
02109
Phone: 617.348.3100
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
Institutional Retirement
Wealth Management
Endowments & Foundations
Our Team
CAPTRUST’s Boston-based advisors provide investment advisory services to fiduciaries of corporate retirement plans and wealth management services to high-net-worth individuals, business owners, and families.
Robert C. Auditore
Vice President,
Financial Advisor
Jennifer Barker, CFA®
Senior Financial Advisor
John Buckley
Senior Financial Advisor
Keith E. Faulkner
Principal,
Financial Advisor
Rebecca Hedtler, CEBS®
Financial Advisor
Lauren Lambert, CFA®
Senior Vice President,
Financial Advisor
Lawrence C. Manning, Jr., CFA®
Principal,
Financial Advisor
John H. Peterson
Senior Vice President,
Financial Advisor
Michael S. Pratico
Senior Vice President,
Financial Advisor
Miranda Stefan
Financial Advisor,
Relationship Manager
Jennifer Stevens
Senior Financial Advisor
Kristen Stewart
Senior Vice President,
Financial Advisor
Michael J. Vogelzang, CFA®
Managing Director,
Chief Investment Officer
Michael Volo
Principal,
Financial Advisor
News & Resources
Announcements
Resources
2 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
Wealth Management
2 months ago
Upcoming Webinar! Cybersecurity Best Practices
Join us for the next session of CAPTRUST’s quarterly webinar...
Wealth Management
2 months ago
Tax Planning Changes (Webinar Recording)
Watch this CAPTRUST quarterly webinar...
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