CAPTRUST Executive and Leadership Team

Fielding Miller, the Co-Founder & Chief Executive Officer at CAPTRUST, directs the firm's overarching strategy and vision. Miller guides the executive team in executing the company's mission to provide comprehensive financial advisory services. This leadership role involves setting the strategic direction for investment management, financial planning, and estate planning services offered to individuals and families. Miller also oversees the development of specialized solutions for ultra-high-net-worth clients, ensuring their financial lives are simplified and legacies are perpetuated. The Chief Executive Officer's responsibilities extend to fostering a culture of fiduciary responsibility and client-centricity across the organization. Fielding Miller drives the firm's growth and market positioning by championing innovative approaches to wealth management and client service. This executive ensures alignment with the company's founding principles and its commitment to serving retirement plan sponsors, endowments, and foundations with expert fiduciary support and provider analysis.

Julie Swanson, the President & Chief Executive Officer & Amp & Amp Compliance Officer & Amp Director, Operations at CAPTRUST, manages the day-to-day operational execution and ensures robust compliance frameworks. Swanson oversees the delivery of financial planning, estate planning, and tax advisory services, directly impacting client satisfaction and operational efficiency. This executive's purview includes managing the firm's comprehensive services for ultra-high-net-worth individuals, focusing on risk mitigation and legacy planning. As Director, Operations, Julie Swanson drives process improvements and resource allocation to support the firm's growth and service expansion. The Compliance Officer function ensures adherence to all regulatory requirements, safeguarding the firm and its clients. Swanson's leadership in operations and compliance is critical for maintaining CAPTRUST's reputation as an independent registered investment advisor. Julie Swanson also plays a key part in the strategic planning for retirement plan sponsors, endowments, and foundations, ensuring seamless service delivery and fiduciary support.

Bryan Linn, the Advisor, Chief Financial Officer, Chief Operating Officer. Partner at CAPTRUST, directs the firm's financial health and operational infrastructure. Linn manages financial planning, budgeting, and resource allocation, ensuring the fiscal stability required for sustained growth and service delivery. As Chief Operating Officer, Bryan Linn oversees the operational execution of services for individuals, families, and institutional clients, including retirement plan sponsors, endowments, and foundations. This dual role ensures that financial strategies are seamlessly integrated with operational capabilities. The Chief Financial Officer's responsibilities include financial reporting, risk management, and capital planning, supporting the firm's independent registered investment advisor status. Bryan Linn's advisory capacity contributes to strategic decision-making, particularly concerning investment management and the development of solutions for ultra-high-net-worth individuals. Linn's leadership ensures operational excellence and financial prudence across all CAPTRUST's service offerings.

Michael Adams, the President at CAPTRUST, spearheads the strategic growth and market expansion initiatives for the firm. Adams directs the sales and client acquisition efforts, driving the adoption of CAPTRUST's comprehensive financial advisory services. This leadership role is critical in extending the firm's reach to individuals, families, and institutional clients, including retirement plan sponsors, endowments, and foundations. The President's focus includes enhancing the firm's offerings in investment management, financial planning, and estate planning. Michael Adams collaborates closely with other executive leaders to ensure service delivery aligns with the company's mission of simplifying financial lives and mitigating risk. Adams's strategic vision guides the development of specialized solutions for ultra-high-net-worth individuals, reinforcing CAPTRUST's position as a leading independent registered investment advisor. The President's leadership ensures sustained momentum in client engagement and service innovation.

Mark Francher, the Chief Human Resources Officer at CAPTRUST, architects the talent strategy and cultivates the firm's organizational culture. Francher oversees all human capital initiatives, including recruitment, employee development, compensation, and benefits, ensuring CAPTRUST attracts and retains top-tier financial professionals. This leadership position is vital for supporting the firm's expansion and its commitment to providing expert advisory services. The Chief Human Resources Officer ensures that employee wellness programs and advice for retirement plan participants are effectively implemented, aligning with the company's holistic approach to financial well-being. Mark Francher drives initiatives that foster a collaborative and high-performance environment, essential for delivering specialized services to individuals, families, and institutional clients. Francher's strategic oversight of human resources directly supports the firm's ability to offer sophisticated investment management, financial planning, and estate planning solutions.