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CAPTRUST Financial Advisors Employee Directory

Financial ServicesMichigan, United States51-200 Employees

CAPTRUST Financial Advisors is a financial services firm based in Holland, Michigan. The firm forms partnerships with clients aimed at helping them pursue their most important life goals. It offers guidance on navigating capital markets and provides access to investment managers to support client objectives. This combination is intended to help clients achieve their stated objectives.

Within the financial services industry, the company serves clients seeking long-term investment guidance and access to experienced managers. The firm is based in Holland, Michigan and serves a mid-sized client base.

Find CAPTRUST Financial Advisors employees' phone numbers or email addresses

CAPTRUST Financial Advisors Global Highlights

Location
Employees

North America
42

Minus sign iconPlus sign icon
  • United States Of America
    42

CAPTRUST Financial Advisors's Leadership

  • Stylized image of a person
    K. B.
    Vice President | Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. E.
    Vice President Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. Z.
    Partner/Consulting Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. E. B.
    Senior Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. A.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. M.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. L.
    Senior Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Senior Director Raleigh Nc
    Phone icon
    Mobile Phone

CAPTRUST Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Consultant
  • Administrative
  • Engineering
  • Human Resources
  • Other
  • Information Technology
  • Business
  • Operations
  • Banking
  • Accounting
  • Analytics

Contact profiles from CAPTRUST Financial Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. Z.
    Partner/Consulting Director
    Phone icon
    Mobile Phone
    United StatesMichigan
    Feb 17, 2026
  • Stylized image of a person
    K. B.
    Vice President | Financial Advisor
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    May 30, 2026
  • Stylized image of a person
    M. E. B.
    Senior Vice President
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Oct 14, 2024
  • Stylized image of a person
    K. E.
    Vice President Financial Advisor
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    P. A.
    Vice President
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    P. M.
    Managing Director
    Phone icon
    Mobile Phone
    United StatesMichigan
    Apr 16, 2026
  • Stylized image of a person
    C. L.
    Senior Director
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    J. S.
    Senior Director Raleigh Nc
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. U.
    Senior Director
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    J. A.
    Director
    Phone icon
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is CAPTRUST Financial Advisors known for?

Minus sign iconPlus sign iconCAPTRUST Financial Advisors operates in the Financial Services industry. The company's main headquarters is located in Holland, Michigan 49423 United States; you can contact the main corporate office by phone at
+1-919-870-****
. Explore CAPTRUST Financial Advisors's company overview page for more information.

What is CAPTRUST Financial Advisors's most common email format?

Minus sign iconPlus sign iconCAPTRUST Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CAPTRUST Financial Advisors email formats with LeadIQ.

How many employees does CAPTRUST Financial Advisors have currently?

Minus sign iconPlus sign iconCAPTRUST Financial Advisors has approximately 51 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are CAPTRUST Financial Advisors's key employees and leadership?

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As of February 2026, CAPTRUST Financial Advisors's key employees include:

  • Vice President | Financial Advisor: K. B.
  • Vice President Financial Advisor: K. E.
  • Partner/Consulting Director: D. Z.
  • Senior Vice President: M. E. B.
  • Vice President: P. A.

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