3 days ago
31 CAPTRUST Teams Named to 2022 NAPA Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) named 31 CAPTRUST...
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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
Senior Vice President,
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
Beth Raymond, CFP®
Vice President,
Financial Advisor
Brian Rivotto, CPA, PFS
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
Retirement Plans
1 week ago
SECURE 2.0 Opportunities for Plan Sponsors
While some SECURE 2.0 Act provisions are required for all...
Endowments & Foundations
3 weeks ago
Evolving Strategies of Higher Education Endowments
Higher education institutions have long relied on endowments to fund...
Announcements
3 weeks ago
Five College Students Awarded CAPTRUST Scholarship
CAPTRUST selected five students to receive the Fall 2022 CAPTRUST...
