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Our People

At CAPTRUST, we believe investment advisory firms
are only as strong as the people who create the advice.

Advisor

John Appleby, CIMA®, PMP®

Managing Director,
Operations

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Advisor

Denise Buchanan

Senior Director,
Chief Compliance Officer

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Advisor

Karen Denise

Senior Director
Head, Wealth Client Service

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Advisor

Wilson S. Hoyle, III

Managing Director,
Head of the Advisor Group

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Advisor

Phyllis Klein, CFPA, PRP

Senior Director,
Retirement Services

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Advisor

John Leissner, ARPS, CFS®

Senior Director,
Head, Institutional Client Service and Operations

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Advisor

Scott T. Matheson, CFA, CPA

Managing Director,
Head of Client Solutions

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Advisor

Rick Shoff, AIF®, CM&AA®

Managing Director,
Advisor Group

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