2 months ago
Market Update | July 2023
As we pass the midpoint of 2023, the market...
Vice President,
Financial Advisor
Marisa joined CAPTURST in 2023 from Aevitas Wealth Management. As vice president and financial advisor, she works with clients to achieve their purpose and vision for wealth. Marisa is passionate about helping grow and preserve assets to reach clients’ personal, business, and charitable goals.
At Aevitas, she provided holistic financial advice and comprehensive portfolio management services. Additionally, she was a member of the firm’s investment committee and was responsible for implementing the firm’s marketing, strategic growth initiatives, and client communications. Before joining Aevitas, Marisa worked at Brookline Bank, where she held several positions managing the sales and operations of a loan portfolio.
Marisa holds a Bachelor of Arts in political science from the University of Vermont and a Master of Business Administration from the D’Amore-McKim School of Business at Northeastern University. When not working with clients, Marisa loves spending time with her husband and three daughters. She is an avid equestrian and also enjoys reading, cooking, live music, and traveling.
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