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Annmarie Cottage

Manager & Senior Consultant, Family Office

CAPTRUST

United States, Massachusetts, Boston

About Me

CAPTRUST welcomed Annmarie in 2021, and she serves as a family office senior consultant at our firm. In this role, she provides cash management services for high-net-worth individuals, including bill paying, cash flow analysis, budgeting, and income projection. Annmarie also handles client payroll; provides accounting and reporting for client trusts and private foundations; and prepares tax returns for trusts, foundations, and individuals. Annmarie joined CAPTRUST from RINET—a fee-only wealth management firm—where she was part of the firm’s trust management group and served as a senior trust advisor. Prior to joining RINET in 2012, Annmarie worked at

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Profile Information

Manager & Senior Consultant, Family Office

CAPTRUST

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

Sep 2, 2024

Work Experience

CAPTRUST

Manager & Senior Consultant, Family Office
Dec 2021 - Present
Email: annmarie.cottage@captrust.com

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