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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

Eric W. Bailey, CFA®

Principal,
Head of Endowments & Foundations

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Advisor

Frank Bub

Senior Director,
Head of Wealth Management Consulting

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Advisor

Denise Buchanan

Senior Director,
Chief Compliance Officer

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Advisor

Kathy Del Corso-Chase, ARPS, CRSP

Senior Director,
Integration Team,
Human Resources

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Advisor

Karen Denise

Senior Director
Head, Wealth Client Service

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Advisor

Jennifer Doss, CRPS®, QKA

Senior Director,
Defined Contribution Practice Leader

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Advisor

Mark Feldman CFP®, CPA, PFS

Principal,
Head of Tax Services

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Advisor

Wilson S. Hoyle, III

Managing Director,
Head of the Advisor Group

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Advisor

Michael E. Hudson, AIF®

Principal,
Head of Retirement Plan Consulting

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Advisor

Sam Kirby, CFA®

Senior Director,
Investment Strategist

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Advisor

John Leissner, ARPS, CFS®

Senior Director,
Head, Institutional Client Service and Operations

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Advisor

Christina Markell-Balleza, JD

Managing Director,
General Counsel

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Advisor

Scott T. Matheson, CFA®, CPA

Managing Director,
Institutional Group

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Advisor

Robert Miller

Chief Financial Officer,
Corporate Services

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Advisor

Rick Shoff, AIF®, CM&AA®

Managing Director,
Advisor Group

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Advisor

James F. Stafford, MCR

Senior Director,
Corporate Real Estate and Facilities

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Advisor

Jason Stephens, ARPS, CIMA®, CFS®

Senior Director,
Nonqualified Executive Benefits Practice Leader

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Advisor

James Underwood, CFA

Senior Director,
Portfolio Management

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Advisor

Grant Verhaeghe

Senior Director,
Asset/Liability Practice Leader

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Advisor

Michael J. Vogelzang, CFA®

Managing Director,
Chief Investment Officer

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Advisor

Edward V. Welch, Jr.

Managing Director,
Head of Wealth Management

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