Financial Advisors

Annmarie Cottage is a family office financial advisor based in Boston, MA.

CAPTRUST welcomed Annmarie in 2021, and she serves as a family office senior consultant at our firm. In this role, she provides cash management services for high-net-worth individuals, including bill paying, cash flow analysis, budgeting, and income projection. Annmarie also handles client payroll; provides accounting and reporting for client trusts and private foundations; and prepares tax returns for trusts, foundations, and individuals.

Annmarie joined CAPTRUST from RINET—a fee-only wealth management firm—where she was part of the firm’s trust management group and served as a senior trust advisor. Prior to joining RINET in 2012, Annmarie worked at State Street Global Advisors, where she was a principal and operations manager in the audit/tax support group. She holds a Bachelor of Science degree in finance from Boston College, and she started her career at State Street Bank and Trust Company as a global portfolio accountant.