We believe the best way to build a world-class organization is “one brick at a time.”
CAPTRUST fosters a culture of ownership that promotes excellence and empowers creativity. Mission-driven and bound together by our core values, our experienced teams of advisors, managers, and investment professionals fully embrace the profound responsibility of our role as trusted financial advisors, and understand our obligation to be vigilant stewards of all that is entrusted to us.
Bonnie McCullough
Senior Director
Chief Financial Officer
Bonnie manages the firm's finance department and all accouting functions
James Stafford
Director
Information Technology
As Director of Information Technology for CAPTRUST, James oversees strategic planning and implementation of the firm’s technology initiatives.
Jason Stephens
Director
Nonqualified Executive Benefits
Jason oversees the new client on-boarding and integration process for the firm's Institutional clients.
Grant Verhaeghe
Director
Investment Research
Grant specializes in defined contribution and asset/liability matching.
Kathy Del Corso-Chase
Senior Director
Human Resources
Kathy leads the firm’s talent management and recruitment activities.
Denise Buchanan
Senior Director
Chief Compliance Officer
Denise ensures the firm's Compliance program is exercised with complete independence and objectivity.
Mike Hudson
Senior Director
Institutional Consulting
Industry experience since 1992 with a focus on supporting advisors in their growth and consulting efforts
Scott Matheson
Senior Director
Investment Research
Scott oversees the development of customized asset allocation strategies for defined benefit pension plans
Phyllis Klein
Senior Director
Consulting Research Group
Phyllis leads the firm's participant advice program, and provides strategic counsel on fiduciary issues.
John Appleby
Managing Director
Project Management & Acquisitions
John oversees the firm-wide integration of new advisory practices, as well as new products and services.
Michael Strother
Senior Director
Advisor Support Group
Mike oversees operational and logistical support to our Financial Advisors.
Wilson Hoyle
Managing Director
Head of Advisor Support Group
Wilson oversees the firm's business development and advisor support initiatives.
Michael Curran
Senior Vice President
Nonqualified Executive Benefits
Mike oversees the firm's Nonqualified Executive Benefits practice
Ben Goldstein
Chief Operating Officer
Head of Business Operations Group
Ben directs, manages, and leads all operational activities across the firm.
Eric Freedman
Chief Investment Officer
Head of Consulting Research Group
Eric oversees the firm's asset allocation and tactical decision making, and directs the firm's investment vehicle and manager selection efforts.