Financial Advisors

Corey Stein is a wealth management financial advisor based in Wellesley Hills, MA.

Corey joined CAPTRUST in 2023 from Aevitas Wealth Management and serves as a portfolio management analyst. He is dedicated to assisting with trading, investment wholesaler communications, and portfolio management for individuals and families. Corey’s passion for the investment world is fueled by a desire to help clients achieve their financial goals. Because of this, Corey is currently a candidate for the Chartered Financial Analyst designation.

Corey holds a Bachelor of Science in marketing from Roger Williams University. Outside of work, Corey is an avid sports fan and can often be found on the soccer field. Additionally, he enjoys kayaking, hiking, and cooking with his wife and two children.