Greg Middleton, ARPS

Senior Director,
Marketing

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Biography
Education & Other Highlights
Location(s)

Greg Middleton works in marketing and leads the business development team.

As a senior director within the Advisor Support Group, Greg is responsible for the department’s marketing operations, sales enablement and business development support function, conference and event support, and overall program and initiative execution. Throughout more than two decades at CAPTRUST, Greg has held multiple roles within the Advisor Support Group and Marketing teams focused on a broad array of financial advisor growth, service, and practice management needs in addition to developing, supporting, and enhancing the CAPTRUST brand. Greg is a member of the firm’s CAPTRUST Way Culture Committee, Editorial Advisory Board, and CAPTRUST Community Foundation Grants Committee.

Education

  • Bachelor of Science degree in business administration with a concentration in marketing from East Carolina University

Industry Designations

  • Accredited Retirement Plan Specialist

Industry Involvement

  • Member, American Marketing Association (AMA)
  • Member, Association of Proposal Management Professionals (APMP)
  • Member, Sales Enablement Society (SES)
  • Member, Society for Human Resource Management (SHRM)

Webinar

Advisor RFPs: The Ultimate Step-by-Step Guide (Webinar Recording)

Advisor RFPs are often a necessary part of fulfilling your fiduciary duty, but they can also be daunting for plan sponsors. Having helped create the industry-standard response template for advisor RFPs, CAPTRUST is positioned to present a step-by-step RFP process, which is presented in this webinar recording.

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