Leadership Overview
CAPTRUST has 4 executives leading key functions including strategy, finance, operations, human resources, and co-presidency.
Driven by a commitment to client success, CAPTRUST provides comprehensive financial services, simplifying complex financial lives and perpetuating legacies through expert investment management and advisory support.
Driven by a commitment to client success, CAPTRUST provides comprehensive financial services, simplifying complex financial lives and perpetuating legacies through expert investment management and advisory support.
Leadership Roles at CAPTRUST
Fielding Miller - Chairman & Chief Executive Officer
Fielding Miller, the Chairman & Chief Executive Officer at CAPTRUST, directs the firm's overarching strategy and operational execution. Overseeing all aspects of the business, Miller ensures CAPTRUST's independent registered investment advisor model effectively serves individuals, families, and retirement plan sponsors. This leadership role involves driving the firm's mission to provide expert investment management, financial planning, and estate planning services. By focusing on simplifying complex financial lives and perpetuating client legacies, Miller guides the organization's growth and market impact. The Chairman & Chief Executive Officer ensures robust fiduciary support for endowments, foundations, and religious entities, aligning services with client objectives. Fielding Miller's strategic vision solidifies CAPTRUST's position as a trusted advisor in the finance industry, emphasizing client-centric solutions and long-term financial well-being.
Bryan Linn - Advisor, Chief Financial Officer, Chief Operating Officer. Partner
Bryan Linn, the Advisor, Chief Financial Officer, Chief Operating Officer. Partner at CAPTRUST, manages the firm's financial health and operational efficiency. Overseeing financial planning, tax advisory, and compliance services, Linn ensures CAPTRUST's robust service delivery for individuals and families. This critical role involves optimizing operational workflows to support ultra-high-net-worth individuals seeking to simplify their financial lives and mitigate risk. The Chief Financial Officer, Chief Operating Officer drives strategic initiatives for retirement plan sponsors, endowments, and foundations, focusing on investment advisory services and provider analysis. By benchmarking fees and enhancing employee wellness programs, Bryan Linn directly contributes to the firm's comprehensive approach. Linn's dual focus on financial stewardship and operational excellence underpins CAPTRUST's commitment to client success and legacy perpetuation.
John Redett - Co-President. Carlyle
John Redett, the Co-President. Carlyle at CAPTRUST, spearheads strategic growth initiatives and enhances client engagement across key market segments. Overseeing significant operational areas, Redett ensures CAPTRUST's independent registered investment advisor services effectively address the complex needs of individuals, families, and retirement plan sponsors. This executive role focuses on expanding the firm's reach and impact in providing investment management, financial planning, and estate planning. The Co-President drives the firm's commitment to simplifying financial lives and perpetuating client legacies through innovative solutions. By fostering strong relationships with institutional clients, including endowments and foundations, John Redett reinforces CAPTRUST's fiduciary support and provider analysis capabilities. Redett's leadership contributes directly to the firm's market position and its ability to deliver exceptional value.
Mark Francher - Chief Human Resources Officer
Mark Francher, the Chief Human Resources Officer at CAPTRUST, architects the firm's talent strategy and cultivates a high-performance culture. Overseeing all human capital initiatives, Francher ensures CAPTRUST attracts, develops, and retains top-tier professionals essential for delivering expert financial planning and investment management services. This leadership position focuses on fostering an environment that supports the firm's mission of simplifying financial lives and perpetuating client legacies. The Chief Human Resources Officer drives employee wellness programs and provides advice for retirement plan participants, enhancing the overall value proposition. By aligning HR strategies with business objectives, Mark Francher strengthens the internal infrastructure that supports CAPTRUST's comprehensive services for individuals, families, and institutional clients. Francher's dedication to people operations ensures the firm's continued growth and client satisfaction.
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