Michelle Miller is an institutional retirement plan advisor based in Alpharetta, GA.
Our firm welcomed Michelle in 2019. As a senior consultant, she provides investment advisory services to retirement plans and nonprofits. Michelle’s approach is rooted in a process that puts the client at the center of it all, focusing on what is most important to them. In 2020, Michelle was one of two employees at CAPTRUST to receive the Client Service Brick Award, a recognition of her superior client service.
Michelle joined CAPTRUST from FiduciaryVest—a fee-based institutional investment advisory firm—where she served as an investment analyst. In this role, she was responsible for investment manager due diligence, manager search and selection, and asset allocation. Michelle earned a Bachelor of Science degree in finance with a minor in management from Kennesaw State University.
- Bachelor of Science degree in finance with a minor in management from Kennesaw State University
- Certificate in Investment Performance Measurement
- Volunteer chair, CAPTRUST Community Foundation