CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals. 

Finance

CAPTRUST

CAPTRUST's headquarters in Raleigh, NC, United States

J. Fielding Miller

Robert Miller

Wilson S. Hoyle, III

Michael J. Vogelzang

Jon Meyer

John Mangum

Mark Francher

Lorice Bianchi

Susan Shoemaker

David Enenbach

Jean Duffy

Denise Buchanan

Mark S. Wilson

Michael S. Hollander

Dasha Smith

Collin E. Roche

Rob Solomon

The Investment Management team at CAPTRUST is responsible for developing and executing investment strategies tailored to the unique needs of clients, including retirement plan sponsors and institutional investors. This team conducts in-depth research and analysis across various asset classes, oversees portfolio management, and ensures effective allocation of investments. By leveraging expertise in market trends and risk assessment, they aim to optimize client portfolios and achieve long-term financial goals.

Investment Management

The Software Development and Engineering team at CAPTRUST is responsible for designing, developing, and maintaining innovative software solutions that enhance the company’s advisory services. This multidisciplinary team collaborates on application development, data engineering, and system integrations while ensuring high standards of security and quality assurance. They leverage cutting-edge technologies to optimize processes, engage clients, and support the firm’s growth in the financial advisory sector.

Software Development and Engineering

The Leadership Team at CAPTRUST is responsible for setting the strategic vision and direction of the firm, ensuring compliance with industry regulations, and driving innovation in advisory services. Comprising experienced executives, including the President, CEOs, and Chief Officers in key areas, this team collaboratively enhances operational efficiency, fosters a culture of excellence, and meets the evolving needs of clients across various sectors.

Leadership Team

The Marketing and Communication team at CAPTRUST is responsible for developing and executing strategic marketing initiatives to enhance brand visibility and support business development efforts. They manage digital marketing campaigns, organize events, create compelling content, and ensure clear communication of the firm’s value proposition to target audiences, including retirement plan sponsors and high-net-worth individuals. The team collaborates closely with internal stakeholders to drive client engagement and strengthen CAPTRUST's position as a leader in the financial advisory sector.

CAPTRUST

Org chart

Board & advisors

Teams

Investment Management

Software Development and Engineering

Leadership Team

Marketing and Communication

Offices

CAPTRUST

Org chart

Board & advisors

Teams

Investment Management

Software Development and Engineering

Leadership Team

Marketing and Communication

Offices

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