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Brian Rivotto, CPA, PFS
Brian Rivotto, CPA, PFS

Managing Principal,
Financial Advisor

  • North Reading, MA
  • The Boys in the Boat by Daniel James Brown
  • Human needs - some food, some sun, some work, some fun, someone
  • Dependability, honesty, and humility

Financial Advisors

Brian Rivotto is a wealth management financial advisor based in Boston, MA.

CAPTRUST welcomed Brian in 2021. He brings over 35 years of experience in the financial services industry to our team. Brian works with clients on all aspects of their financial, income tax, estate, insurance, and investment planning. In addition, he has helped his clients successfully resolve some of life’s most complex challenges, including the sale of a business, new building construction, analyzing prenuptial agreements, and negotiating divorce settlements. Brian also serves as a trustee and executor for several clients.

Brian joined us from RINET Company—a fee-only wealth management firm—where he was a shareholder and served as CEO and managing director. He oversaw the entire organization and led the strategic direction for the firm. Prior to joining RINET, Brian was a partner at KPMG, focused on tax planning and consulting for high-net-worth clients, closely-held businesses, and corporate executives. He earned a Bachelor of Arts degree in economics from Hamilton College and a Master of Science degree in accounting from Northeastern University.

Brian has served his community as a member of the Board of Overseers at the New England Aquarium. He also was a trustee and treasurer of the Mother Caroline Academy and Education Center. In his spare time, Brian enjoys golf, tennis, and swimming.

Education

  • Bachelor of Arts degree in economics from Hamilton College
  • Master of Science degree in accounting from Northeastern University

Industry Designations

  • Certified Public Accountant
  • Personal Financial Specialist

Industry Involvement

  • Member—American Institute of Certified Public Accountants
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