6 days ago
Upcoming Webinar! Achieving Your Goals in 2022
Have you set your financial and personal goals for...
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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
Cara Cannon
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
Wealth Management
Resources
7 days ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
Retirement Plans
7 days ago
Maximizing Benefits in a Tight Labor Market
With the labor market likely to be a prevailing employer...
Wealth Management
7 days ago
Market Update | January 2022
After a turbulent 2021, everyone is ready to get back...
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