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Boston, MA

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One Liberty Square 13th Floor
Boston, MA 02109

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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.

Advisor

Kathaleen M. Coelho, CFP®, CPA

Vice President,
Financial Advisor

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Advisor

Joshua T. Hohlfelder, CPA, CFP®, AEP®

Vice President,
Financial Advisor

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Advisor

Lauren Lambert, CFA®

Senior Vice President,
Financial Advisor

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Advisor

Christopher F. Mahoney, CFP®

Principal,
Financial Advisor

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Advisor

Lawrence C. Manning, Jr., CFA®

Principal,
Financial Advisor

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Advisor

John H. Peterson

Senior Vice President,
Financial Advisor

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Advisor

Rebecca Pouliot, CPA, CFP®, AEP®

Principal,
Financial Advisor

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Advisor

Brian Rivotto, CPA, PFS

Managing Principal,
Financial Advisor

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Advisor

Kristen Stewart

Senior Vice President,
Financial Advisor

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Advisor

Michael J. Vogelzang, CFA®

Managing Director,
Chief Investment Officer

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Advisor

Kathy Wallace, CFP®, CTFA

Principal,
Financial Advisor

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Boston, MA

One Liberty Square
13th Floor
Boston, MA 02109