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Ben Goldstein, CPA

Ben Goldstein, CPA

Chief Operating Officer

  • Windsor, NC
  • Remember the Titans
  • Ronald Reagan and Warren Buffett
  • The true measure of a man is how he treats someone who can do him absolutely no good.
  • Integrity, strong work ethic, and a positive attitude

Business Operations Group

Ben leads all operational activities for the firm and works out of the Raleigh, NC office.

As chief operating officer and head of the business operations group at CAPTRUST, Ben directs and manages all operational activities across the firm, including client services, merger & acquisition activities, compliance, performance reporting, finance, human resources, administration, application development, IT, integration, and marketing. He also serves as a member of the Leadership Team. Prior to joining CAPTRUST, Ben 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.

Outside of work you can find Ben traveling or out on the golf course.

Education

  • Bachelor of science degree in business administration from the University of North Carolina, Chapel Hill

Industry Designations

  • Certified Public Accountant

Memberships

  • Board member, YMCA of the Triangle

News & Resources

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