CAPTRUST Executive and Leadership Team

Edward Welch, the Chairman & Chief Executive Officer at CAPTRUST, directs the firm's overarching strategy and operational execution. Welch guides the company's mission to deliver fiduciary investment advice and comprehensive wealth management services across its nationwide network. This leadership role involves setting the strategic vision for serving individuals, families, corporations, retirement plans, and nonprofit organizations. Welch ensures alignment with the firm's core values of integrity and client advocacy. The Chairman & Chief Executive Officer oversees the integration of portfolio management, financial planning, and risk management functions to meet diverse client needs. Welch's strategic direction drives the firm's market position in the finance and investment sectors. By focusing on sustainable growth and client success, Edward Welch solidifies CAPTRUST's reputation as a trusted advisor.

Fielding Miller, the Chairman & Chief Executive Officer at CAPTRUST, spearheads the firm's strategic direction and market expansion. Miller drives the delivery of fiduciary investment advice and wealth management services, impacting a broad spectrum of clients including individuals, families, corporations, and nonprofit organizations. This executive leadership position involves shaping the company's approach to retirement plan consulting, financial planning, and risk management. Miller ensures the firm's nationwide network of financial advisors operates with the highest standards of client service and ethical conduct. The Chairman & Chief Executive Officer oversees the strategic integration of all service lines, fostering a cohesive client experience. Fielding Miller's leadership focuses on enhancing CAPTRUST's impact within the finance and investment industry, promoting long-term client prosperity and organizational growth.

Bryan Linn, the Advisor, Chief Financial Officer, Chief Operating Officer. Partner at CAPTRUST, manages the firm's financial health and operational efficiency. Linn oversees all financial planning, accounting, and reporting functions, ensuring fiscal responsibility and strategic resource allocation across the organization. This multifaceted role also encompasses directing operational strategies, optimizing business processes, and managing the firm's technology infrastructure to support its nationwide network of advisors. As a Partner, Linn contributes to the firm's strategic decision-making, particularly concerning mergers, acquisitions, and long-term financial planning. The Chief Financial Officer and Chief Operating Officer ensures seamless integration of services, including fiduciary investment advice, portfolio management, and retirement plan consulting. Bryan Linn's leadership drives financial stability and operational excellence, supporting CAPTRUST's growth and client service commitments.

John Redett, the Co-President. Carlyle at CAPTRUST, contributes strategic leadership and operational oversight to the firm's expansion initiatives. Redett focuses on driving key business development efforts and enhancing the firm's service offerings in investment advisory and wealth management. This executive position involves collaborating with leadership across the organization to identify and capitalize on market opportunities, ensuring CAPTRUST's continued success in serving individuals, families, corporations, and nonprofit organizations. The Co-President. Carlyle plays a vital role in fostering strategic partnerships and strengthening the firm's presence within the financial services industry. John Redett's involvement supports the execution of the company's mission to provide fiduciary-level advice and comprehensive financial solutions nationwide.

Mark Francher, the Chief Human Resources Officer at CAPTRUST, architects the firm's talent management and organizational development strategies. Francher oversees all human resources functions, ensuring a robust and supportive environment for the nationwide network of financial advisors and support staff. This critical role involves developing and implementing policies that foster employee engagement, professional growth, and adherence to the firm's fiduciary principles. Francher drives initiatives related to recruitment, compensation, benefits, and performance management, directly impacting the firm's ability to attract and retain top talent. The Chief Human Resources Officer plays a key part in aligning human capital with CAPTRUST's strategic objectives for wealth management and investment advisory services. Mark Francher ensures that the company culture champions client-centricity and operational excellence across all departments.