CAPTRUST Financial Advisors has made several leadership changes, including the appointment of Ben Goldstein as its president.
Goldstein has been working at the firm for a decade in the role of COO and head of business operations.
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In those positions, he was responsible for client services, mergers and acquisitions, compliance, performance reporting, finance, human resources, administration, application development, IT, as well as integrations.
He will report to CAPTRUST co-founder and CEO J. Fielding Miller.
Miller stated: “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.”
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By GlobalDataAdditionally, Michael Vogelzang has been named as the firm’s chief investment strategist with responsibility for overseeing individual securities portfolios.
Vogelzang has been working at the firm since last October.
Prior to that, he worked at Boston Advisors.
John Leissner has been appointed as senior director, head of institutional client services and operations.
His remit includes management of client service and operations for the firm’s retirement plan and endowment and foundation clients.
At the same time, Jennifer Doss has been appointed as the director, defined contribution practice leader.
In this role, Doss is in charge of developing defined contribution services for the firm’s retirement plan clients.
