CAPTRUST Executive and Leadership Team

Fielding Miller, the Co-Founder & Chief Executive Officer at CAPTRUST, directs the firm's overall strategy and vision. Miller spearheads the company's expansion and market positioning, ensuring alignment with its founding principles of client-centric financial advisory services. Overseeing the integration of investment management, financial planning, and estate planning, Miller drives the delivery of comprehensive solutions for individuals, families, and institutional clients. This leadership role involves cultivating strategic partnerships and fostering a culture of excellence across all service lines, including tax advisory and compliance. By focusing on sustainable growth and client legacy perpetuation, Fielding Miller ensures CAPTRUST maintains its status as an independent registered investment advisor. The Chief Executive Officer's oversight extends to enhancing the firm's offerings for retirement plan sponsors, endowments, and foundations, solidifying its market impact.

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. This dual role as Chief Operating Officer involves optimizing internal processes and infrastructure to support the delivery of comprehensive financial services, including estate planning and tax advisory. By driving operational excellence, Bryan Linn enhances the firm's capacity to serve ultra-high-net-worth individuals and institutional clients effectively. The Chief Financial Officer's purview includes managing capital, assessing investment opportunities, and ensuring compliance with regulatory requirements. Through strategic financial oversight and operational leadership, Linn solidifies CAPTRUST's foundation for sustained growth and client trust.

Michael Adams, the President at CAPTRUST, drives the strategic direction and execution of the firm's client-focused services. Adams leads the expansion of CAPTRUST's offerings in investment management, financial planning, and estate planning, ensuring seamless integration for individuals and families. This leadership position involves fostering strong client relationships and overseeing the delivery of specialized services for ultra-high-net-worth individuals, simplifying their financial lives and mitigating risk. The President's responsibilities extend to enhancing the firm's value proposition for retirement plan sponsors, endowments, and foundations, providing fiduciary support and provider analysis. By championing innovation and operational excellence, Michael Adams ensures CAPTRUST remains at the forefront of independent registered investment advisory services. Adams's focus on perpetuating client legacies underscores the firm's commitment to long-term success.

John Redett, the Co-President. Carlyle at CAPTRUST, spearheads strategic initiatives and client engagement across key market segments. Redett focuses on expanding CAPTRUST's reach in providing comprehensive financial planning, investment management, and estate planning services. This role involves cultivating relationships with institutional clients, including retirement plan sponsors, endowments, and foundations, ensuring they receive expert fiduciary support and provider analysis. The Co-President's oversight ensures the effective implementation of strategies designed to simplify financial lives and perpetuate client legacies. By driving business development and enhancing service delivery, John Redett contributes significantly to CAPTRUST's growth and market leadership. Redett's leadership ensures the firm's continued commitment to offering robust tax advisory and compliance services, reinforcing its position as a trusted independent registered investment advisor.

Mark Francher, the Chief Human Resources Officer at CAPTRUST, architects the firm's talent strategy and organizational development. Francher focuses on cultivating a high-performance culture that supports CAPTRUST's mission of simplifying financial lives and perpetuating legacies. This involves developing and implementing comprehensive human resources policies, including recruitment, employee engagement, and professional development programs. Overseeing employee wellness and advice initiatives for retirement plan participants, Francher directly contributes to the firm's holistic service model. The Chief Human Resources Officer ensures that CAPTRUST attracts and retains top talent, fostering an environment where advisors and staff can thrive. By managing compensation, benefits, and performance management systems, Mark Francher supports the operational backbone of the firm, enabling seamless delivery of investment management and financial planning services across North America.