Michele SwartManager, Performance Reporting

  • 4208 Six Forks Road
    Suite 1700
    Raleigh, NC 27609
  • 919.870.6822

Michele joined CAPTRUST in 2007 and serves as a manager, performance reporting, responsible for Defined Benefit clients as well as training new staff on various applications and industry standards of performance reporting whether Wealth or Defined Benefit related. Prior to joining the firm, Michele served as president at Manna Financial Group and has worked in the industry since 1996.


  • Bachelor of Science degree in mathematics with a concentration in statistics and secondary education from Meredith College.

Personal Profile

Marshville, NC
Favorite Book or Movie:
The Bible | Star Wars
Ideal Dinner Guest:
Ruth the Moabite, Jane Austen, and Abraham Lincoln
Words to Live By:
Whatever you do, work at it with all your heart, as working for the Lord, not for man." Colossians 3:23
Qualities I Admire in People:
Integrity, hard working, and reliability