4 weeks ago
Ways to Strengthen Your Estate Plan (Webinar Recording)
When was the last time you reviewed your estate plan...
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
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
Beth Raymond, CFP®
Vice President,
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
4 weeks ago
When was the last time you reviewed your estate plan...
1 month ago
Board member term limits define the number of consecutive terms...
2 months ago
Investors entered the opening quarter of 2023 on the edge...
2 months ago
Barron’s recently ranked 22 CAPTRUST advisor teams on the prestigious...