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CAPTRUST’s Goldstein Honored as Outstanding C-Suite Level Executive

Triangle Business Journal announces the areas best corporate leadership

CAPTRUST Chief Operating Officer Ben Goldstein was recognized by the Triangle Business Journal in its inaugural class of C-Suite Awards winners. Goldstein is one of 12 executives in North Carolina’s Research Triangle identified as the best of the best in corporate leadership. This inaugural class was evaluated and selected based on the nominees’ impact on their organizations success.

As COO, head of the firms business operations group, and a member of CAPTRUSTs executive committee, Goldstein is tasked with ensuring that the companys workforce strives for operational excellence, which in turn creates capacity for the firms financial advisors, allowing them to focus on clients and organic growth. “We have quintupled in size since Ben joined the firm, which is due in part to his leadership in areas such as client service, technology, law, and finance, as well as his support of our culture and the overall health of the organization,” says John Curry, senior director of marketing. An incredibly humble individual, when notified of this recognition, Ben immediately attributed this award to the success of CAPTRUST and all the wonderful employees of the firm.

Goldstein directs and manages all operational activities across the firm, including client services, compliance, performance reporting, finance, human resources, administration, application development, IT, integration, and marketing. Prior to joining CAPTRUST, Goldstein served as president of The Advisory Group, LLC, a boutique consulting firm that advises businesses in the areas of finance, investment banking, technology, and real estate. He graduated from The University of North Carolina at Chapel Hill with a Bachelor of Science degree in business administration and holds the designation of Certified Public Accountant (CPA). Ben is an active board member of Triangle Capital Corporation (TCAP) and the YMCA of the Triangle.

CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $240 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, and Texas.



CAPTRUST’s Wes Collins on Financial Wellness at Work

PLANSPONSOR recently published an article written by Wes Collins, senior manager of participant advice services at CAPTRUST. Collins explains that plan sponsors should consider educational programs that help their workers understand what financial wellness looks like at different ages and career stages.

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