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Who We Are
Who We Are
CAPTRUST is an employee-owned, independent investment research and fee-based advisory firm headquartered in Raleigh, North Carolina, with offices located across the U.S.
Our People
Corporate Heritage
What We Do
What We Do
CAPTRUST specializes in providing investment advisory services to retirement plan fiduciaries, endowments, and foundations, and comprehensive wealth planning services to executives and high-net-worth individuals.
Wealth Management
- Individual Investors and Families
  Wealth planning, risk management, and investment services.
- Executives and Business Owners
  Corporate benefits planning, risk management, and investment services.
- Professional Athletes
  Cash management, risk management, and post-career financial planning for the unique needs of professional athletes.
- Retirement Plan Participants
  Wealth management services for participants in CAPTRUST-advised retirement plans.
Institutional Consulting
- Retirement Plans
  Investment advisory and fiduciary services for retirement plans, including 401(k), 403(b), defined benefit, and nonqualified deferred compensation plans.
- Endowments and Foundations
  Investment, fiduciary and risk management services for endowments and foundations.
- Religious Services
  As the market leader working with Catholic institutions, we have developed a range of services to address the demands of faith-based institutions.
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- Wealth Management
- Institutional Consulting

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.

EDUCATION

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

Personal Profile

Hometown:: 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