Our People

We believe investment advisory firms are only as strong as the people who create the advice. Our financial advisors, leadership, and board of directors represent a range of key subject matter experts from varying fields of expertise.

Financial Advisors
Leadership Team
Board of Directors

Walter E. Abele

Financial Advisor

Brandon C. Aber

Financial Advisor

Aaron Adcock

Vice President,
Financial Advisor

Jefferson Adcock

Principal,
Financial Advisor

R. Ryan Adkerson

Vice President,
Financial Advisor

David Akright

Senior Vice President,
Financial Advisor

Earle Allen

Principal,
Financial Advisor

William Altavilla

Principal,
Financial Advisor

Jeremy Altfeder

Vice President,
Financial Advisor

Michael C. Amberger

Senior Vice President,
Financial Advisor

Troy W. Anderson

Vice President,
Financial Advisor

Phillip C. Anderson

Principal,
Financial Advisor

Jared Anderson

Senior Vice President,
Financial Advisor

Jennifer Arps

Director,
Tax and Client Advisor

Peter Ashby

Vice President,
Financial Advisor

To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That's the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.
J. Fielding Miller Chief Executive Officer, Co-Founder

Eric W. Bailey

Principal,
Head of Endowments & Foundations

Rush Benton

Managing Director,
Strategic Growth

Frank Bub

Senior Director,
Head of Wealth Management Consulting

Denise Buchanan

Senior Director,
Compliance

Kathy Del Corso-Chase

Senior Director,
Integration Team,
Human Resources

Nick DeCenso

Senior Director,
Wealth Management Solutions

Karen Denise

Senior Director,
Head, Wealth Client Service

Lori Dillingham

Senior Director,
Vendor Analysis and Plan Consulting

Jennifer Doss

Senior Director,
Defined Contribution Practice Leader

Mary Earls

Senior Director,
Finance

Mark Francher

Chief Human Resources Officer

Ben Goldstein

President

Marc Hermer

Senior Director,
Portfolio Trading and Implementation

David Hood

Senior Director,
Investment Research

Wilson S. Hoyle III

Managing Director,
Head of the Advisor Group

Michael E. Hudson

Principal,
Head of Retirement Plan Consulting

Margaret Jarocki

Senior Director,
Integrations

Sam Kirby

Senior Director,
Investment Strategist

Ann Leddy

Chief Compliance Officer

Christian Ledoux

Senior Director,
Individual Securities Management

John Leissner

Senior Director,
Head, Institutional Client Service and Operations

Christina Markell-Balleza

General Counsel,
Managing Director

Tim Martin

Senior Director,
M&A Finance

Scott T. Matheson

Managing Director,
Client Solutions

Jon Meyer

Chief Technology Officer

Greg Middleton

Senior Director,
Marketing

J. Fielding Miller

Chairman and Chief Executive Officer

Robert Miller

Chief Financial Officer,
Corporate Services

Heather Shanahan

Senior Director,
Endowments & Foundations

Rick Shoff

Managing Director,
Advisor Group

James F. Stafford

Senior Director,
Corporate Real Estate and Facilities

James Stenstrom

Senior Director,
Institutional Portfolios

Jason Stephens

Senior Director,
Nonqualified Executive Benefits Practice Leader

Mike Strother

Senior Director,
Advisor Group

James Underwood

Senior Director,
Portfolio Management

Grant Verhaeghe

Senior Director,
Institutional Portfolios Practice Leader

Michael J. Vogelzang

Managing Director,
Chief Investment Officer

David Wahlen

Senior Manager,
Strategic Growth

Edward V. Welch, Jr.

Managing Director,
Head of Wealth Management

Christopher Whitlow

Senior Director,
Head of CAPTRUST at Work

To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That's the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.
J. Fielding Miller Chief Executive Officer, Co-Founder

Jim Burr

Co-head of Financial Services, Carlyle

Ben Goldstein

President

Michael S. Hollander

Managing Director,
GTCR

Wilson S. Hoyle III

Managing Director,
Head of the Advisor Group

Christina Markell-Balleza

General Counsel,
Managing Director

KJ McConnell

Managing Director, GTCR

J. Fielding Miller

Chairman and Chief Executive Officer

John Redett

Chief Financial Officer and Head of Corporate Strategy, Carlyle

Collin E. Roche

Co-CEO,
GTCR

Dasha Smith

Executive Vice President and
Chief Administrative Officer,
National Football League

Rob Solomon

Founder and Chief Strategist,
Bulldog Solutions, Inc.

Mark S. Wilson

Past Chairman,
Kimley-Horn