Leadership Overview
CAPTRUST has 4 executives leading key functions including strategic leadership, human capital management, and investment partnership oversight.
Committed to fiduciary excellence, CAPTRUST delivers comprehensive wealth management and retirement plan consulting to clients nationwide while maintaining a rigorous standard for independent financial advisory services.
Committed to fiduciary excellence, CAPTRUST delivers comprehensive wealth management and retirement plan consulting to clients nationwide while maintaining a rigorous standard for independent financial advisory services.
Leadership Roles at CAPTRUST
Edward Welch - Chairman & Chief Executive Officer
Edward Welch, the Chairman & Chief Executive Officer at CAPTRUST, directs the overarching strategic vision and long-term growth initiatives for the firm. This leadership role involves guiding the executive team toward expanding the nationwide network of financial advisors while ensuring the delivery of fiduciary investment advice remains the primary focus. By overseeing the integration of portfolio management and risk management services, Welch maintains the firm's competitive position within the investment advisory landscape. Edward Welch also collaborates with the board to refine corporate governance and operational efficiency across all service lines. Through the alignment of wealth management objectives with client needs, the Chairman & Chief Executive Officer fosters a culture of excellence. This executive leadership ensures that the firm continues to provide high-quality financial planning and endowment advisory services to individuals, corporations, and nonprofit organizations across the United States.
Fielding Miller - Chairman & Chief Executive Officer
Fielding Miller, the Chairman & Chief Executive Officer at CAPTRUST, architects the firm's market expansion strategies and institutional client engagement models. Focusing on the development of family office services and retirement plan consulting, Miller drives the operational scale necessary to support a diverse client base. Fielding Miller also monitors the firm's nationwide footprint to ensure consistent service quality across all regional offices. By analyzing market trends and investment performance, the Chairman & Chief Executive Officer identifies new opportunities for service innovation within the wealth management sector. This role requires constant interaction with senior leadership to optimize resource allocation and maintain the firm's reputation for independent, fiduciary-based advice. Through the implementation of robust risk management frameworks, Miller secures the financial stability of the organization while supporting the complex needs of foundations and corporate retirement plans throughout the country.
John Redett - Co-President. Carlyle
John Redett, the Co-President. Carlyle at CAPTRUST, manages the strategic partnership and investment alignment between the firm and its institutional stakeholders. By overseeing the integration of specialized investment insights, Redett ensures that the firm's portfolio management and endowment advisory services remain at the forefront of the industry. John Redett also facilitates communication between the executive leadership and external partners to drive long-term value creation. This role involves analyzing complex financial data to support the firm's mission of providing fiduciary advice to corporations and retirement plans. Through the application of rigorous investment standards, the Co-President. Carlyle strengthens the firm's market position and operational capabilities. Redett works closely with the leadership team to refine the firm's approach to risk management and financial planning, ensuring that all services meet the evolving needs of clients across the nationwide network of financial advisors.
Mark Francher - Chief Human Resources Officer
Mark Francher, the Chief Human Resources Officer at CAPTRUST, directs the talent acquisition, professional development, and organizational culture initiatives for the firm. By building a high-performance workforce, Francher ensures that the nationwide network of financial advisors possesses the expertise required to deliver fiduciary investment advice and comprehensive financial planning. Mark Francher also oversees the implementation of human capital strategies that align with the firm's growth objectives in wealth management and retirement plan consulting. This leadership role involves managing employee engagement programs and compensation structures that attract top-tier talent to the investment advisory industry. Through the coordination of training and development, the Chief Human Resources Officer supports the firm's commitment to excellence in client service. Francher maintains a focus on fostering an inclusive environment that empowers staff to provide superior support to individuals, families, and nonprofit organizations across the entire organization.
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