Joshua Hohlfelder is a wealth management financial advisor based in Boston, MA.
CAPTRUST welcomed Josh in 2021. As a vice president and financial advisor, he is responsible for providing wealth management services to high-net-worth individuals and families, which includes financial, retirement, tax, estate, and charitable planning, as well investment management.
Josh joined CAPTRUST from RINET—a fee-only wealth management firm—where he was a member of the wealth planning group and served as senior client advisor. Prior to joining RINET in 2019, Josh served as a financial planner at Corrigan Financial, Inc., and he has worked in the industry since 2014. Josh holds a Bachelor of Science degree in accounting from Salve Regina University.
Outside of work, Josh enjoys watching and playing basketball and baseball, spending time with family and friends, and attending live sporting events and concerts. He also serves on the Board of Directors at Lucy’s Hearth and is a member of the American Institute of Certified Public Accountants (AICPA), the Massachusetts Financial Planning Association (FPA), and the Boston Estate Planning Council (BEPC).
Education
- Bachelor of Science degree in accounting from Salve Regina University
Industry Designations
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER™
- Accredited Estate Planner
Industry Involvement
- Member, American Institute of Certified Public Accountants (AICPA)
- Member, Boston Estate Planning Council (BEPC)
- Member, Massachusetts Financial Planning Association (FPA)
Memberships
- Board member and secretary, Lucy’s Hearth
