Douglas Brick

Portfolio Transition Manager | Trading & Portfolio Management at CAPTRUST

Douglas Brick has a diverse work experience in the finance industry. Douglas started their career at FCE Group, Inc as an intern in May 2015 and later became an Investment Analyst in May 2016. Douglas worked there until October 2018.

In October 2018, Douglas joined CAPTRUST as a Senior Associate in Investment Research, where they worked until November 2019. Following this role, they transitioned to a Specialist position in Portfolio Transitions from November 2019 to June 2021.

Douglas then took on the role of Manager and Integration Lead at CAPTRUST, starting in June 2021 and continuing until June 2023. Currently, they hold the position of Portfolio Transition Manager, responsible for Trading and Portfolio Management since June 2023 at the same organization.

Douglas Brick completed their education at Hofstra University, earning a Bachelor of Business Administration (BBA) degree with a focus in Finance. Douglas also studied Information Technology as part of their Bachelor's degree program. Douglas obtained additional certifications in Learning Microsoft Project from LinkedIn in March 2022 and Microsoft Office Specialist Excel 2013 from Certiport - A Pearson VUE Business in March 2016.

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Timeline

  • Portfolio Transition Manager | Trading & Portfolio Management

    June, 2023 - present

  • Manager Integration Lead

    June, 2021

  • Specialist Portfolio Transitions

    November, 2019

  • Senior Associate Investment Research

    October, 2018

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