It is with great pleasure that CAPTRUST Financial Advisors announces the promotion of our colleagues below.
“Each of these individuals has been instrumental in our company’s rapid growth and success,” said Fielding Miller, CAPTRUST’s chief executive officer. “We have built a high performing team that requires we retain and recognize individuals for their leadership and contributions. These promotions reflect our company’s commitment to excellence,” said Miller.
Within the firm’s client service team, Ericka Cork and Kayla Green were promoted to senior client management consultants. Jeremy Hanson was promoted to a senior manager position, and Corey Mansfield promoted to a client management specialist. Nina Esch, Nadine Morris, and Akiema Parker were promoted to senior client management associates. Lastly, the firm’s client service team promoted Kevin Powers, Beth Savage, Denise Mollo, and Zach Enfield to client management consultants.
Within the firm’s finance group, Aaron Caudill was promoted to senior associate and Tyler Twiss advanced to a team leader position. The firm’s operations group had three promotions: Belinda Boone, Alan Sestito, and Matthew Raab are now senior associates.
The human resources group promoted Mark Francher, who joined the firm in July and has worked in the industry since 1992, to the company’s chief human resources officer.
The consulting solutions group had several promotions. Nick DeCenso advanced to a senior manager and Jennifer Doss to a director. Josh Isley, Jesse Riley, and Jacob Lozier were promoted to associate ll, and Yodit Micaele and April Winters were promoted to senior associates.
Within our participant advisory services group, Wes Collins received a promotion to senior manager and Greg Delage to a director. From the integrations team, Margaret Jarocki was promoted to a senior manager and James Stafford to a senior director.
The marketing department had four promotions. Megan Cutter and Charlsey Rutan now hold senior associate positions, and Lonzetta Allen advanced to an associate ll. Lastly for the marketing department, John Curry, a 30-year industry veteran and most recently senior director in the company’s advisor group, was promoted to chief marketing officer.
CAPTRUST’s IT group had six promotions: Nick Brezinski moved to a manager position; Dallas Campbell and Vikas Gangi were promoted to team leaders; and Nicole Collins, Sharon Wenzel, and Ray White advanced to senior associate roles.
The firm’s consulting research group promoted five individuals. David Hood, Sam Kirby, and Mark Paccione are now senior directors. Shira Katsir advanced to a manager position, and, Matt Ogden received a promotion to senior manager.
Finally, we are very pleased to share the exciting news that Kyle Tucker has been named Advisor Shareholder Partner and promoted to senior vice president based on his outstanding record of contribution toward the success of the firm, as well as his consistent upholding of CAPTRUST’s mission and core values.
“These promotions exemplify our company’s highest standards of integrity. They’re passionate team players who consistently develop new strategies that exceed clients’ expectations while growing our business,” Miller says.
About CAPTRUST
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, endowments and foundations, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm currently represents more than $300 billion in client assets with 38 locations across the U.S.
