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Boston, MA

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One Liberty Square 13th Floor
Boston, MA 02109

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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

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

Robert C. Auditore

Vice President,
Financial Advisor

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Advisor

Kathaleen M. Coelho, CFP®, CPA

Vice President,
Financial Advisor

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Advisor

Annmarie R. Cottage

Senior Consultant,
Family Office

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Advisor

Benjamin Goldman, CFP®

Principal,
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

Beth Raymond, CFP®

Vice President,
Financial Advisor

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Advisor

Brian Rivotto, CPA, PFS

Managing Principal,
Financial Advisor

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Advisor

Gary Savage, CFP®, CPA

Principal,
Financial Advisor

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Advisor

Miranda Stefan

Financial Advisor,
Relationship Manager

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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

Ona Vredenburg

Senior Associate,
Relationship Manager

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Advisor

Kathy Wallace, CFP®, CTFA

Principal,
Financial Advisor

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Contact Us

How can we help?

Boston, MA

One Liberty Square
13th Floor
Boston, MA 02109