Leadership Overview
CAPTRUST has 4 executives leading key functions including strategy, human capital management, and investment advisory services.
Committed to fiduciary excellence, CAPTRUST delivers comprehensive wealth management and retirement plan consulting to a diverse client base across the United States through a robust network of financial advisors.
Committed to fiduciary excellence, CAPTRUST delivers comprehensive wealth management and retirement plan consulting to a diverse client base across the United States through a robust network of financial advisors.
Leadership Roles at CAPTRUST
Fielding Miller - Chairman & Chief Executive Officer
Fielding Miller, the Chairman & Chief Executive Officer at CAPTRUST, directs the overarching strategic vision and long-term growth trajectory of the firm. Miller architects the expansion of fiduciary investment advisory services, ensuring alignment with the complex needs of individuals, corporations, and nonprofit organizations. By overseeing the nationwide network of financial advisors, the Chairman & Chief Executive Officer maintains high standards for portfolio management and retirement plan consulting. This leadership role involves constant evaluation of market trends to refine the firm's risk management frameworks. Fielding Miller drives the integration of endowment and foundation advisory services into the broader wealth management ecosystem. Through consistent focus on client-centric outcomes, the Chairman & Chief Executive Officer secures the firm's position as a leader in independent financial advice. Miller fosters a culture of accountability, ensuring that every advisory interaction reflects the core mission of providing objective, fiduciary-based guidance to clients across the country.
Edward Welch - Chairman & Chief Executive Officer
Edward Welch, the Chairman & Chief Executive Officer at CAPTRUST, manages the operational execution of the firm's wealth management and family office service lines. Welch focuses on scaling the infrastructure required to support complex financial planning needs for high-net-worth families and institutional clients. The Chairman & Chief Executive Officer optimizes internal processes to enhance the delivery of investment advice, ensuring that the firm's nationwide network operates with maximum efficiency. By coordinating with other senior leaders, Edward Welch aligns operational capabilities with the firm's strategic goals for market expansion. This role involves rigorous oversight of service quality and the implementation of advanced risk management protocols. Welch drives the development of specialized financial planning tools that empower advisors to provide tailored solutions. Ultimately, the Chairman & Chief Executive Officer ensures that the firm's operational foundation supports sustainable growth while maintaining the highest standards of fiduciary responsibility for every client served.
John Redett - Co-President. Carlyle
John Redett, the Co-President. Carlyle at CAPTRUST, directs the strategic partnership initiatives and institutional investment oversight that define the firm's market impact. Redett architects the integration of specialized investment strategies, ensuring that the firm's portfolio management capabilities remain at the forefront of the industry. By overseeing the collaboration between institutional advisory teams and the broader wealth management network, the Co-President. Carlyle ensures seamless delivery of complex financial solutions. This leadership role involves managing high-level relationships with endowments, foundations, and corporate clients to drive long-term value. John Redett drives the analysis of market opportunities, providing the firm with the insights necessary to navigate volatile economic environments. Through the coordination of institutional resources, the Co-President. Carlyle strengthens the firm's ability to provide comprehensive risk management and financial planning services. Redett ensures that institutional-grade expertise remains accessible to the firm's diverse client base, reinforcing the commitment to fiduciary excellence.
Mark Francher - Chief Human Resources Officer
Mark Francher, the Chief Human Resources Officer at CAPTRUST, directs the talent acquisition and organizational development strategies necessary to support a nationwide network of financial advisors. Francher architects programs that attract top-tier professionals, ensuring the firm maintains a competitive edge in the investment advisory industry. By overseeing performance management and employee engagement initiatives, the Chief Human Resources Officer fosters a culture of excellence and fiduciary integrity. This leadership role involves aligning human capital strategies with the firm's broader goals for wealth management and retirement plan consulting. Mark Francher drives the implementation of training frameworks that equip advisors with the skills required to navigate complex financial landscapes. Through the development of robust compensation and retention structures, the Chief Human Resources Officer ensures the firm retains the expertise needed to serve individuals, corporations, and nonprofit organizations effectively. Francher maintains organizational alignment, supporting the firm's mission through strategic workforce planning.
Explore Leadership Teams in Finance
Founded in 1914, Merrill Lynch is one of the largest wealth management businesses in the world. Merrill Lynch financial advisors combine financial knowledge and experience with a deep understanding of their clients needs to help their clients achieve the lives they want. With a deep commitment to placing their clients interests first, Merrill Lynch financial advisors draw upon the investment insights of Merrill Lynch and the banking of Bank of America to unlock opportunities tailored to their clients needs in all areas of their financial lives. The solutions our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management and banking solutions.
Company Leadership SH
GC
MA

T. Rowe Price is a global asset management organization headquartered in Baltimore, Maryland, providing investment solutions and financial services to individuals, financial advisors, institutions, and retirement plan sponsors. The company offers a broad range of investment capabilities across equities, fixed income, and multi-asset strategies, serving clients across international markets. Its business is centered on active investment management, supported by independent research, fundamental analysis, and long-term investment perspectives. T. Rowe Price’s investment professionals bring diverse perspectives and collaborate across disciplines to identify market opportunities, assess risks, and develop investment strategies designed to meet different client objectives.
Company Leadership LC
JT

MLC is a provider of financial advice, superannuation and investments for their customers future. MLC was founded in 1886 and is headquartered out of Victoria Australia.
Company Leadership SP
DW

JS
Headquartered in New York, New York, Hartree Partners, LP is a global merchant commodities firm specializing in energy and its associated industries. Formed in 1997, the firm now has eleven offices around the world and focuses on identifying value in the production, refinement, transportation and consumption of tradable commodities and anticipating opportunities in the supply chain where they may be under- or over-valued. The firm is owned by its founding partners, Stephen Hendel, Stephen Semlitz and Guy Merison, certain senior managers and funds controlled by Oaktree Capital Management, L.P., a leader among global investment managers specializing in alternative investments.
Company Leadership
JT
GS
KP