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Our People

Our financial advisors, leadership, and board of directors represent a range of key subject matter experts from varying fields of expertise.

Financial Advisors
Leadership Team
Board of Directors

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Paul Schreder

Principal | Financial Advisor

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Michael Schreiber

Principal

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Andrew Schwark

Principal

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Brett Schwartz

Financial Advisor

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David H. Schwartz

Principal,
Financial Advisor

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Donna M. Scotti

Principal | Financial Advisor

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Catherine Seeber

Principal,
Financial Advisor

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Kelly Shikany

Vice President,
Financial Advisor

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Andrew (AJ) Shimp

Senior Vice President,
Financial Advisor

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Judith A. Shine

Senior Vice President,
Financial Advisor

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Kyle Shoemaker

Senior,
Financial Advisor

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Susan Shoemaker

Principal,
Financial Advisor

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Daniel Simon

Principal

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Brent Simpson

Financial Advisor,
Relationship Manager

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Tyler Sinclair

Principal,
Financial Advisor

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To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That's the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.
J. Fielding Miller Chief Executive Officer, Co-Founder

Eric W. Bailey

Principal,
Head of Endowments & Foundations

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Frank Bub

Senior Director,
Head of Wealth Management Consulting

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Denise Buchanan

Senior Director,
Compliance

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Kathy Del Corso-Chase

Senior Director,
Integration Team,
Human Resources

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Nick DeCenso

Senior Director,
Wealth Management Solutions

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Karen Denise

Senior Director,
Head, Wealth Client Service

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Lori Dillingham

Senior Director,
Vendor Analysis and Plan Consulting

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Jennifer Doss

Senior Director,
Defined Contribution Practice Leader

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Mary Earls

Senior Director,
Finance

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Mark Francher

Chief Human Resources Officer

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Ben Goldstein

President

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Marc Hermer

Senior Director,
Portfolio Trading and Implementation

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David Hood

Senior Director,
Investment Research

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Wilson S. Hoyle III

Managing Director,
Head of the Advisor Group

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Michael E. Hudson

Principal,
Head of Retirement Plan Consulting

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Margaret Jarocki

Senior Director,
Integrations

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Sam Kirby

Senior Director,
Investment Strategist

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Ann Leddy

Chief Compliance Officer

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Christian Ledoux

Senior Director,
Individual Securities Management

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John Leissner

Senior Director,
Head, Institutional Client Service and Operations

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Christina Markell-Balleza

General Counsel,
Managing Director

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Tim Martin

Senior Director,
M&A Finance

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Scott T. Matheson

Managing Director,
Client Solutions

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Jon Meyer

Chief Technology Officer

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Greg Middleton

Senior Director,
Marketing

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J. Fielding Miller

Chairman and Chief Executive Officer

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Robert Miller

Chief Financial Officer,
Corporate Services

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Heather Shanahan

Senior Director,
Endowments & Foundations

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Rick Shoff

Managing Director,
Advisor Group

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James F. Stafford

Senior Director,
Corporate Real Estate and Facilities

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James Stenstrom

Senior Director,
Institutional Portfolios

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Jason Stephens

Senior Director,
Nonqualified Executive Benefits Practice Leader

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Mike Strother

Senior Director,
Advisor Group

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James Underwood

Senior Director,
Portfolio Management

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Grant Verhaeghe

Senior Director,
Institutional Portfolios Practice Leader

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Michael J. Vogelzang

Managing Director,
Chief Investment Officer

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David Wahlen

Senior Manager,
Strategic Growth

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Edward V. Welch, Jr.

Managing Director,
Head of Wealth Management

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Christopher Whitlow

Senior Director,
Head of CAPTRUST at Work

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To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That's the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.
J. Fielding Miller Chief Executive Officer, Co-Founder

Jim Burr

Co-head of Financial Services, Carlyle

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Ben Goldstein

President

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Michael S. Hollander

Managing Director,
GTCR

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Wilson S. Hoyle III

Managing Director,
Head of the Advisor Group

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Christina Markell-Balleza

General Counsel,
Managing Director

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KJ McConnell

Managing Director, GTCR

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J. Fielding Miller

Chairman and Chief Executive Officer

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John Redett

Chief Financial Officer and Head of Corporate Strategy, Carlyle

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Collin E. Roche

Co-CEO,
GTCR

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Dasha Smith

Executive Vice President and
Chief Administrative Officer,
National Football League

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Rob Solomon

Founder and Chief Strategist,
Bulldog Solutions, Inc.

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Mark S. Wilson

Past Chairman,
Kimley-Horn

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