6 days ago
Five CAPTRUST Advisors Recognized by AdvisorHub
Five CAPTRUST advisors were named on AdvisorHub’s 2022 Advisors to...
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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
Announcements
Announcements
2 weeks ago
CAPTRUST Named to Barron’s 2022 Top RIA List
CAPTRUST ranked fourth on Barron’s prestigious Top RIA list for...
Announcements
1 month ago
CAPTRUST Ranks No. 4 on Best Places to Work List
The Triangle Business Journal announced its Best Places to Work...
Announcements
1 month ago
CAPTRUST Community Foundation Donates $610,000 to 69 Charities Nationwide
The CAPTRUST Community Foundation (CCF) today announced donations to 69...
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Boston, MA
One Liberty Square
13th Floor
Boston, MA 02109
