Contact

Phone: 617.338.8108

Hours

Mon–Fri, 9:00 am–5:00 pm

Additional Info

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Endowments & Foundations

Individuals

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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CAPTRUST
Boston

Our Boston advisors provide wealth management and investment advisory services for individuals, families, and nonprofit organizations. At CAPTRUST Boston, we treat clients as members of our extended family, asking ourselves what is best for them, not what is best for us.

Our Team

Kristina L. Foreman

Manager | Estate and Financial Planning

Asher Kiely

Senior Associate | Portfolio Management

Susan Zimmerman

Principal | Financial Advisor

Susan Black

Senior Vice President | Financial Advisor

Michael L. Brown

Principal | Financial Advisor

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At CAPTRUST, we believe in a fiduciary model that puts our clients interests first, providing sound advice to guide them with integrity and transparency.
Fielding Miller

Resources

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From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.