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.
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 Advisor,
CAPTRUST at Work
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Vice President,
Financial Advisor
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Principal,
Financial Advisor
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Principal
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Senior Associate / Relationship Manager
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Principal,
Financial Advisor
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Principal,
Financial Advisor
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Principal,
Financial Advisor
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Senior Associate,
Relationship Manager
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Financial Advisor,
Relationship Manager
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Principal
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Principal
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Senior Consultant | Relationship Manager
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Senior Vice President,
Financial Advisor
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Principal,
Financial Advisor
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Principal,
Head of Endowments & Foundations
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Senior Director,
Head of Wealth Management Consulting
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Senior Director,
Compliance
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Senior Director,
Integration Team,
Human Resources
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Senior Director,
Wealth Management Solutions
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Senior Director,
Head, Wealth Client Service
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Senior Director,
Vendor Analysis and Plan Consulting
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Senior Director,
Defined Contribution Practice Leader
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Senior Director,
Finance
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Chief Human Resources Officer
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President
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Senior Director,
Portfolio Trading and Implementation
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Senior Director,
Investment Research
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Managing Director,
Head of the Advisor Group
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Principal,
Head of Retirement Plan Consulting
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Senior Director,
Integrations
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Senior Director,
Investment Strategist
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Chief Compliance Officer
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Senior Director,
Individual Securities Management
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Senior Director,
Head, Institutional Client Service and Operations
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General Counsel,
Managing Director
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Senior Director,
M&A Finance
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Managing Director,
Client Solutions
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Chief Technology Officer
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Senior Director,
Marketing
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Chairman and Chief Executive Officer
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Chief Financial Officer,
Corporate Services
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Senior Director,
Endowments & Foundations
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Managing Director,
Advisor Group
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Senior Director,
Corporate Real Estate and Facilities
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Senior Director,
Institutional Portfolios
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Senior Director,
Nonqualified Executive Benefits Practice Leader
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Senior Director,
Advisor Group
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Senior Director,
Portfolio Management
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Senior Director,
Institutional Portfolios Practice Leader
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Managing Director,
Chief Investment Officer
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Senior Manager,
Strategic Growth
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Managing Director,
Head of Wealth Management
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Senior Director,
Head of CAPTRUST at Work
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Co-head of Financial Services, Carlyle
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President
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Managing Director,
GTCR
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Managing Director,
Head of the Advisor Group
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General Counsel,
Managing Director
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Managing Director, GTCR
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Chairman and Chief Executive Officer
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Chief Financial Officer and Head of Corporate Strategy, Carlyle
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Co-CEO,
GTCR
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Executive Vice President and
Chief Administrative Officer,
National Football League
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Founder and Chief Strategist,
Bulldog Solutions, Inc.
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Past Chairman,
Kimley-Horn
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