John Appleby, CIMA®, PMP®
Managing Director,
Operations
Our People
At CAPTRUST, we believe investment advisory firms
are only as strong as the people who create the advice.
Kevin Barry, CFA®, PRM™
Chief Investment Officer
Rush Benton, CFA®
Senior Director,
Strategic Growth
Denise Buchanan
Senior Director,
Chief Compliance Officer
Kimberly Carter
Senior Counsel,
Corporate Services
John D. Curry
Chief Marketing Officer
Karen Denise
Senior Director
Head, Wealth Client Service
Mark Francher
Chief Human Resource Officer
Ben Goldstein, CPA
President
Teri Grubb
Senior Director,
Leadership
Wilson S. Hoyle, III
Managing Director,
Head of the Advisor Group
Margaret Jarocki
Director,
Centralized Trading
Phyllis Klein, CFPA, PRP
Senior Director,
Retirement Services
John Leissner, ARPS, CFS®
Senior Director,
Head, Institutional Client Service and Operations
Christina Markell-Balleza, JD
Senior Director,
Legal
Scott T. Matheson, CFA, CPA
Managing Director,
Head of Client Solutions
Bonnie McCullough, CPA
Senior Director,
Business Operations
Jon Meyer
Chief Technology Officer
J. Fielding Miller
Chief Executive Officer,
Co-Founder
Christa Miller, CPA
Chief Financial Officer
Rick Shoff, AIF®, CM&AA®
Managing Director,
Advisor Group