Home
About Us
Our People
Page 44

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

Find a Financial Advisor

Filter by Advisor Name
Filter by Location
Filter by Client Type

Kevin Yoshida

Principal

View Profile

Jeffrey Yu

Principal

View Profile

Bradley Yu

Senior Consultant | Relationship Manager

View Profile

Charles J. Zambri

Principal | Financial Advisor

View Profile

Christopher Zavecz

Senior Vice President,
Financial Advisor

View Profile

Luis C. Zervigon

Principal,
Financial Advisor

View Profile

John Zick

Vice President,
Financial Advisor

View Profile

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

View Profile

Frank Bub

Senior Director,
Head of Wealth Management Consulting

View Profile

Denise Buchanan

Senior Director,
Compliance

View Profile

Kathy Del Corso-Chase

Senior Director,
Integration Team,
Human Resources

View Profile

Nick DeCenso

Senior Director,
Wealth Management Solutions

View Profile

Karen Denise

Senior Director,
Head, Wealth Client Service

View Profile

Lori Dillingham

Senior Director,
Vendor Analysis and Plan Consulting

View Profile

Jennifer Doss

Senior Director,
Defined Contribution Practice Leader

View Profile

Mary Earls

Senior Director,
Finance

View Profile

Mark Francher

Chief Human Resources Officer

View Profile

Ben Goldstein

President

View Profile

Marc Hermer

Senior Director,
Portfolio Trading and Implementation

View Profile

David Hood

Senior Director,
Investment Research

View Profile

Wilson S. Hoyle III

Managing Director,
Head of the Advisor Group

View Profile

Michael E. Hudson

Principal,
Head of Retirement Plan Consulting

View Profile

Margaret Jarocki

Senior Director,
Integrations

View Profile

Sam Kirby

Senior Director,
Investment Strategist

View Profile

Ann Leddy

Chief Compliance Officer

View Profile

Christian Ledoux

Senior Director,
Individual Securities Management

View Profile

John Leissner

Senior Director,
Head, Institutional Client Service and Operations

View Profile

Christina Markell-Balleza

General Counsel,
Managing Director

View Profile

Tim Martin

Senior Director,
M&A Finance

View Profile

Scott T. Matheson

Managing Director,
Client Solutions

View Profile

Jon Meyer

Chief Technology Officer

View Profile

Greg Middleton

Senior Director,
Marketing

View Profile

J. Fielding Miller

Chairman and Chief Executive Officer

View Profile

Robert Miller

Chief Financial Officer,
Corporate Services

View Profile

Heather Shanahan

Senior Director,
Endowments & Foundations

View Profile

Rick Shoff

Managing Director,
Advisor Group

View Profile

James F. Stafford

Senior Director,
Corporate Real Estate and Facilities

View Profile

James Stenstrom

Senior Director,
Institutional Portfolios

View Profile

Jason Stephens

Senior Director,
Nonqualified Executive Benefits Practice Leader

View Profile

Mike Strother

Senior Director,
Advisor Group

View Profile

James Underwood

Senior Director,
Portfolio Management

View Profile

Grant Verhaeghe

Senior Director,
Institutional Portfolios Practice Leader

View Profile

Michael J. Vogelzang

Managing Director,
Chief Investment Officer

View Profile

David Wahlen

Senior Manager,
Strategic Growth

View Profile

Edward V. Welch, Jr.

Managing Director,
Head of Wealth Management

View Profile

Christopher Whitlow

Senior Director,
Head of CAPTRUST at Work

View Profile

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

View Profile

Ben Goldstein

President

View Profile

Michael S. Hollander

Managing Director,
GTCR

View Profile

Wilson S. Hoyle III

Managing Director,
Head of the Advisor Group

View Profile

Christina Markell-Balleza

General Counsel,
Managing Director

View Profile

KJ McConnell

Managing Director, GTCR

View Profile

J. Fielding Miller

Chairman and Chief Executive Officer

View Profile

John Redett

Chief Financial Officer and Head of Corporate Strategy, Carlyle

View Profile

Collin E. Roche

Co-CEO,
GTCR

View Profile

Dasha Smith

Executive Vice President and
Chief Administrative Officer,
National Football League

View Profile

Rob Solomon

Founder and Chief Strategist,
Bulldog Solutions, Inc.

View Profile

Mark S. Wilson

Past Chairman,
Kimley-Horn

View Profile