CAPTRUST's Boston-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families, and investment advisory services to nonprofit endowments and foundations.
255 State Street 6th Floor
Boston, MA 02109
Phone: 617.338.8108
Mon–Fri, 9:00 am–5:00 pm
Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.
Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.
Our Boston advisors provide wealth management and investment advisory services for individuals, families, and nonprofit organizations. At CAPTRUST Boston, we treat clients as members of our extended family, asking ourselves what is best for them, not what is best for us.
Manager | Estate and Financial Planning
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Senior Associate | Portfolio Management
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Principal | Financial Advisor
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Senior Vice President | Financial Advisor
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Principal | Financial Advisor
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