Phone: 781.239.1180

Who We Serve



Mon–Thur, 8:30 am–5:00 pm
Fri, 8:30 am–4:00 pm

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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.

Explore Our Services

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Wellesley Hills

When you connect with your local CAPTRUST advisor in Wellesley Hills, MA, you receive guidance and clarity for all your financial challenges. We understand the importance of identifying solutions that align with your unique goals. That’s why at CAPTRUST, we pride ourselves on our longstanding commitment to providing reliable, personalized advice you can count on. Get started today at your local CAPTRUST office.

Our Team

Zachary Clifford

Consultant | Relationship Manager

Marisa E. Muldowney

Vice President,
Financial Advisor

Amy Resnic

Vice President,
Financial Advisor

Michael Schreiber


Corey Stein

Portfolio Management

To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That’s the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.
Fielding Miller


Get Informed

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