John Appleby, CIMA®, PMP®
Managing Director,
Project Management & Acquisitions
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 Wealth
Denise Buchanan
Chief Compliance Officer
Kimberly Carter
Senior Manager,
Associate Counsel
John D. Curry
Chief Marketing Officer
Karen Denise
Senior Director,
Wealth Client Services
Mark Francher
Chief Human Resource Officer
Ben Goldstein, CPA
Chief Operating Officer
Teri Grubb
Senior Director,
Leadership
Wilson S. Hoyle, III
Managing Director,
Head of the Advisor Group
Margaret Jarocki
Director,
Trading
Phyllis Klein, CFPA, PRP
Senior Director,
Consulting Research Group
Christina Markell-Balleza, JD
Senior Director,
Legal
Scott T. Matheson, CFA®, CPA
Managing Director,
Defined Contribution Practice Leader
Bonnie McCullough, CPA
Chief Financial Officer
Jon Meyer
Chief Technology Officer
J. Fielding Miller
Chief Executive Officer,
Co-Founder
Doreen O’Dowd
Senior Director,
Client Services
Rick Shoff, AIF®, CM&AA®
Managing Director,
Advisor Group