CAPTRUST Financial Advisors (CAPTRUST) today announced key promotions designed to support the firm’s rapid growth and long-term business goals. Following a successful 10 years with CAPTRUST, Ben Goldstein has been promoted to president. Additionally, the firm announced new roles and responsibilities for Michael Vogelzang, John Leissner, and Jennifer Doss.
Goldstein joined the firm in 2010 and has been serving as CAPTRUST’s chief operating officer and head of business operations. In those roles, Goldstein oversaw client services, mergers and acquisitions, compliance, performance reporting, finance, human resources, administration, application development, IT, and integrations. He has played a major part in CAPTRUST’s growth and will continue this work, contributing to the overall success of the firm in his new role as president. Goldstein will continue to report to CAPTRUST Co-Founder and CEO, J. Fielding Miller. Fintech News
“When Ben joined CAPTRUST in 2010, we were a firm with just 140 employees and $44 billion in assets under advisement. Ben has been an integral part of our growth in the last decade to become a national firm with more than 650 employees and $368 billion in AUA,” said Miller. “At this important time in our expansion, it is critical that we continue to build out and empower leaders like Ben to meet the increasing complexity of our organization.”
“Over the past 10 years, I have been incredibly fortunate to work and grow with CAPTRUST. I have seen the work my colleagues have been able to accomplish for their clients and communities, and I look forward to helping to continue our success in my new role as president,” said Goldstein. “As CAPTRUST continues to mature as a firm, I am confident that our team of all-stars will maintain our strong growth trajectory for years to come.”
In addition to Goldstein’s appointment to president, CAPTRUST announced new titles and responsibilities for three other team members:
- Michael Vogelzang will serve as the firm’s chief investment strategist. In this role, Vogelzang will be joining the senior team in the Investment Group, overseeing the firm’s management of individual securities portfolios. Vogelzang joined CAPTRUST in October 2019 from Boston Advisors.
- John Leissner has been promoted to senior director, head of institutional client services and operations. As a leader in this newly formed team, Leissner will oversee client service and operations for CAPTRUST’s retirement plan and endowment and foundation clients.
- Jennifer Doss was named director, defined contribution practice leader. Doss will be responsible for leading the development of defined contribution services to address the needs of CAPTRUST’s retirement plan clients.
“As we look toward the future of CAPTRUST, individuals like Ben, Mike, John, and Jennifer define what we want our organization to be. Their strong results-driven focus on serving our clients has been a big contributor to our success,” continued Miller.