5 days ago
Is Your Financial Plan Ready for 2023 Taxes? (Webinar Recording)
While we only just entered the second half of 2022,...
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Boston, MA
One Liberty Square
13th Floor
Boston,
MA
02109
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
Institutional Retirement
Wealth Management
Endowments & Foundations
Introduction
CAPTRUST’s retirement plan clients benefit from the firm’s centralized model, which is supported by a deep bench of highly specialized talent. Learn about the suite of resources CAPTRUST’s institutional advisors leverage to create a best-in-class client experience, including investment manager due diligence, customized participant advice, vendor analysis, and the latest in cybersecurity.
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
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
Rebecca Hedtler, CEBS®
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
Kathy Wallace, CFP®, CTFA
Principal,
Financial Advisor
Wilson Mak Yi
Senior Associate,
Relationship Manager
News & Resources
Wealth Management
Announcements
3 weeks ago
CAPTRUST Named Largest RIA for Seventh Year
CAPTRUST was named the largest registered investment advisor (RIA) by...
Resources
3 weeks ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
Wealth Management
3 weeks ago
Market Update | July 2022 | Short Version
Midway through 2022, investors and consumers are frustrated with rising...
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How can we help?
Boston, MA
One Liberty Square
13th Floor
Boston, MA 02109
