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| Raleigh, NC

CAPTRUST Bolsters Top Management

Firm's Dynamic Growth Supported by Three Key Senior Management Hires

CAPTRUST today announced the hiring of three esteemed industry veterans to join the firm; Bonnie McCullough, Chief Financial Officer, John Curry, Senior Director of Marketing, and Doreen O’Dowd, Senior Director of Client Services. Based out of the firm’s headquarters in Raleigh, all three new hires bring a combined 66 years of experience to CAPTRUST within their respective areas of expertise.

McCullough joins CAPTRUST following a rewarding career with firms such as Parish Capital Advisors, LLP and Ernst & Young. McCullough’s background includes 20 years of experience in the areas of financial management and accounting, as well as more recent experience in human resources, risk management and regulatory compliance. McCullough was hired to supervise the firm’s finance department.

Curry joins CAPTRUST with over 25 years of proven industry experience in the area of strategic marketing with a dedicated focus on product development and design, market research, branding, and sales campaign management. Prior to joining CAPTRUST, Curry held positions with organizations such as ProShares and AllianceBernstein. He will oversee and manage all strategic marketing initiatives at the firm.

O’Dowd’s background includes 21 successful years in the industry and joins CAPTRUST from Stock Yards Bank & Trust Company where her responsibilities included training curriculum development, investment review process oversight, and tracking Client revenue and retention. O’Dowd will be responsible for managing and supporting Client service efforts at CAPTRUST.

“We are very fortunate to have these three very talented individuals join the firm’s management team,” said J. Fielding Miller, CAPTRUST co-founder and CEO. “To echo my sentiment over the last few years, CAPTRUST got better today - times three.”

About CAPTRUST

CAPTRUST is an independently owned retirement advisory firm providing fiduciary and retirement advice to institutional investors, retirement plan fiduciaries, executives, and high net-worth individuals. Over the last 25 years, CAPTRUST has grown from an entrepreneurial start-up to one of the nation’s leading retirement advisory firms. Headquartered in Raleigh, N.C., the firm represents over $73 billion in Client assets with offices/advisors in Alabama, California, Florida, Georgia, Iowa, Kansas, North Carolina, Maine, Minnesota, Mississippi, Ohio, Pennsylvania, Texas, Virginia and Washington, DC.

 

Recognition

Announcements

Upcoming Webinar! The Nonprofit Market Has Spoken

Do you want to learn more about the experiences of other nonprofits as they relate to spending, governance, asset allocation, and fundraising? If so, please join CAPTRUST’s subject matter experts for a review of our inaugural market survey’s results.

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Announcements

VESTED, Fall 2018

We are pleased to announce that the Fall 2018 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail this week. If you are interested in receiving VESTED Magazine, please let us know via email.

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