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Donna Marie Scotti

Captrust

Boston, MA

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-02-18
  • MA RA
    APPROVED
    Since 2025-02-18

Branch Locations

255 State Street 6Th Floor, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Winslow Wealth Management, Llc Boston MA 12/2012 07/2017
Middleton & Company Inc. Boston MA 07/2017 08/2022
Boston Financial Management Llc Boston MA 08/2022 11/2024
Capfinancial Parners Llc (Captrust) Raleigh NC 11/2024 Present
  • 12/2012 → 07/2017
    Winslow Wealth Management, Llc
    Boston, MA
  • 07/2017 → 08/2022
    Middleton & Company Inc.
    Boston, MA
  • 08/2022 → 11/2024
    Boston Financial Management Llc
    Boston, MA
  • 11/2024 → Present
    Capfinancial Parners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2022-09-29 → 2025-02-24
    Boston Financial Management Llc
    Boston, MA
  • 2017-08-07 → 2022-08-17
    Middleton & Company Inc.
    Boston, MA
  • 2012-12-13 → 2017-08-25
    Winslow Wealth Management Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-01-27
S63 Uniform Securities Agent State Law Examination 1990-10-09
  • S65 Uniform Investment Adviser Law Examination
    1992-01-27
  • S63 Uniform Securities Agent State Law Examination
    1990-10-09

View on SEC IAPD

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Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

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