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Michele Swart

Michele Swart

Manager,
Performance Reporting

  • Marshville, NC
  • The Bible | Star Wars
  • Ruth the Moabite, Jane Austen, and Abraham Lincoln
  • Whatever you do, work at it with all your heart, as working for the Lord, not for man. - Colossians 3:23
  • Integrity, hard working, and reliability

Business Operations Group

Michele is our in-house expert on industry standards of performance reporting and works out of the Raleigh, NC office.

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.

Education

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

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