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Kathaleen M. Coelho, CFP®, CPA
Kathaleen M. Coelho, CFP®, CPA

Vice President,
Financial Advisor

  • Beverly, MA
  • There are no secrets to success. It is the result of preparation, hard work, and learning from failure.
  • Honesty, integrity, and responsibility

Financial Advisors

Kathaleen Coelho is a wealth management financial advisor based in Boston, MA.

CAPTRUST welcomed Kathaleen in 2021. As a vice president and financial advisor, she is responsible for providing wealth management services to high-net-worth individuals and families, which includes long-term strategic wealth planning, investment management, tax planning and compliance, trust and estate planning, and personal affairs management.

Kathaleen joined CAPTRUST from RINET—a fee-only wealth management firm—where she served as a director and was a member of the firm’s wealth management group. Prior to joining RINET in 2004, Kathaleen was a tax and planning specialist at Scott O. Gershaw CPA/PFS. Her other career roles included serving as the acting chief financial officer, vice president, and controller at Arrow Automotive Industries, as well as providing audit and tax services at Sullivan, Billie and Company.

Kathaleen holds a Bachelor of Science in accounting, a Bachelor of Science in management, and a Master of Science in financial planning, all from Bentley College. She is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNERTM.

Outside of work, Kathaleen enjoys photography, antiquing, and chorale singing. She and her husband have three children and live in Beverly, MA.

Education

  • Bachelor of Science degrees in accounting and management from Bentley College
  • Master of Science degree in financial planning from Bentley College

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™  (CFP®)
  • Certified Public Accountant (CPA)
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