Organizational Chart of Captrust

Captrust 組織図

captrust.com

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CEO

Fielding Miller
Move

Director

Michael Hollander
Move

Director

Collin Roche
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Director

Dasha Smith
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Director

Rob Solomon
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Director

Mark Wilson
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CFO & Corporate Strategy

Robert Miller
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Tax Services

M...
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Finance

M...
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President & Director

B...
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Compliance

A...
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Compliance

D...
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HR

M...
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HR, Integration

K...
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Integrations

M...
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Marketing

J...
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Marketing

G...
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CTO

J...
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Co-Head, Financial Services

J...
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Advisor Group

W...
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Advisor Group

R...
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Financial Advisor

T...
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Corporate Fiduciaries

B...
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Institutional Fiduciaries

D...
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Retirement Plan Consulting

M...
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Retirement Plan Consulting

M...
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Financial Advisor

P...
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Investment

M...
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Investment Research

D...
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Investment Strategy

S...
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Portfolio Management

J...
Move

Trading & Implementation

M...
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Wealth Management

E...
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Wealth Management

D...
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Advice & Wellness

C...
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Wealth Management

F...
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Individual Securities

C...
Move

Wealth Management Solutions

N...
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Wealth Management

J...
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Wealth Management

G...
Move

Institutional Group

S...
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Freedom401k Clients

R...
Move

Retirement Plan Operations

L...
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Defined Contribution Practice

J...
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Institutional Client Service

J...
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Wealth Client Services

K...
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Legal

C...
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Endowments & Foundations

E...
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Non-Qualified Executive Bene...

J...
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更新 3月 6, 2025
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