Organizational Chart of Captrust

Organigrama de Captrust

captrust.com

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CEO

Fielding Miller
Move

Director

Michael Hollander
Move

Director

Collin Roche
Move

Director

Dasha Smith
Move

Director

Rob Solomon
Move

Director

Mark Wilson
Move

CFO & Corporate Strategy

Robert Miller
Move

Tax Services

M...
Move

Finance

M...
Move

President & Director

B...
Move

Compliance

A...
Move

Compliance

D...
Move

HR

M...
Move

HR, Integration

K...
Move

Integrations

M...
Move

Marketing

J...
Move

Marketing

G...
Move

CTO

J...
Move

Co-Head, Financial Services

J...
Move

Advisor Group

W...
Move

Advisor Group

R...
Move

Financial Advisor

T...
Move

Corporate Fiduciaries

B...
Move

Institutional Fiduciaries

D...
Move

Retirement Plan Consulting

M...
Move

Retirement Plan Consulting

M...
Move

Financial Advisor

P...
Move

Investment

M...
Move

Investment Research

D...
Move

Investment Strategy

S...
Move

Portfolio Management

J...
Move

Trading & Implementation

M...
Move

Wealth Management

E...
Move

Wealth Management

D...
Move

Advice & Wellness

C...
Move

Wealth Management

F...
Move

Individual Securities

C...
Move

Wealth Management Solutions

N...
Move

Wealth Management

J...
Move

Wealth Management

G...
Move

Institutional Group

S...
Move

Freedom401k Clients

R...
Move

Retirement Plan Operations

L...
Move

Defined Contribution Practice

J...
Move

Institutional Client Service

J...
Move

Wealth Client Services

K...
Move

Legal

C...
Move

Endowments & Foundations

E...
Move

Non-Qualified Executive Bene...

J...
Move

Actualización mar. 6, 2025
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