6 days ago
CAPTRUST Named to Barron’s 2023 Top RIA List
CAPTRUST ranks seventh on Barron’s prestigious Top RIA list for...
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Boston, MA
One Liberty Square
13th Floor
Boston,
MA
02109
Phone: 617.488.2700
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. Our skilled advisors provide clients with the knowledge, experience, and judgment they need to make effective financial decisions.
Robert C. Auditore
Principal,
Financial Advisor
Jennifer Barker, CFA
Senior Financial Advisor
John Buckley
Senior Financial Advisor
Cara Cannon
Financial Advisor
Kathaleen M. Coelho, CFP®, CPA
Vice President,
Financial Advisor
Annmarie R. Cottage
Senior Consultant,
Family Office
Karyn Courtney
Senior Associate,
Family Office
Keith E. Faulkner
Principal,
Financial Advisor
Benjamin Goldman, CFP®
Principal,
Financial Advisor
Joshua T. Hohlfelder, CPA, CFP®, AEP®
Vice President,
Financial Advisor
Tom Keane
Senior Associate,
Relationship Manager
Andrew S. Kuleszka, CPA
Senior Manager,
Tax
Lauren Lambert, CFA
Senior Vice President,
Financial Advisor
Eric Lipa
Associate,
Relationship Manager
Christopher F. Mahoney, CFP®
Principal,
Financial Advisor
Lawrence C. Manning, Jr., CFA
Principal,
Financial Advisor
Mike O’Brien
Investment Associate
John H. Peterson
Senior Vice President,
Financial Advisor
Rebecca Pouliot, CPA, CFP®, AEP®
Principal,
Financial Advisor
Michael S. Pratico
Principal,
Financial Advisor
Brian Rivotto, CPA
Managing Principal,
Financial Advisor
Gary Savage, CFP®, CPA
Principal,
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
Ona Vredenburg
Senior Associate,
Relationship Manager
News & Resources
Announcements
Wealth Management
2 months ago
VESTED Voices: Bob McCutcheon
In 2018, Bob McCutcheon returned to his lifelong passion for...
Announcements
2 months ago
CAPTRUST Named #1 RIA
CAPTRUST was named #1 on Financial Advisor Magazine’s 2023 RIA...
Resources
2 months ago
Never Say Never
The classic 1982 film Never Say Never Again marked Sean...
