The company also adds Marc Hermer as director of portfolio operations and implementation
Posted: October 6, 2021 at 9 a.m. EDT|Update: 2 hours ago
RALEIGH, North Carolina, October 6, 2021 / PRNewswire / – CAPTRUST Financial Advisors (CAPTRUST) today announced the appointment of Robert miller the role of Chief Financial Officer (CFO). The company also announced today that Marc Hermer, CFA, has joined the company in the newly created role of Director of Portfolio Operations and Implementation. Both executives are based at CAPTRUST headquarters in Raleigh, North Carolina.
As CFO, Robert oversees the finances of the company, including all reporting, budgeting, allocation and financial analysis. As a member of the CAPTRUST leadership team, Robert executes the strategic direction of the company by implementing key initiatives, allocating resources and evaluating potential acquisitions to align with the mission and broader corporate strategy.
Prior to joining the firm, Robert spent 17 years at Raymond James Financial in Tampa, Florida. Most recently, he was COO and CFO of the Global Equities and Investment Banking division of Raymond James & Associates. He also served as chairman and chairman of Raymond James International Holdings, where he managed the majority of that of Raymond James joint ventures and international operations, ranging from developed markets including the UK and France, to emerging markets, including Argentina, Brazil, Turkey, and India.
Robert held several positions at American Express before Raymond James, including director of institutional risk analysis. Robert holds a Bachelor of Arts in Economics and Political Science from the University of North Carolina at Chapel Hill and an MBA from the Wharton School of Business, University of Pennsylvania.
Marc Hermer is Director of Portfolio Operations and Implementation within the CAPTRUST Investment Group. He leads the investment and trading teams in all transaction generation and execution processes, data management and portfolio management functions.
Prior to joining the company, Marc led the overlay investment strategy team at Merrill Lynch, supporting the management and implementation of over 500 billion dollars assets under management through 600 model portfolios. He was the main architect of Merrill’s centralized wealth portfolio management platform and was responsible for developing new investment strategies and writing rebalancing algorithms. Marc holds a Bachelor of Arts in Economics from Dartmouth College.
“We are delighted to add these two highly qualified individuals to our management team at CAPTRUST,” said Ben goldstein, president of CAPTRUST. “Robert and Marc both have extensive backgrounds in the financial services industry and will help us deliver on our promise to provide service beyond expectations. “
Founded in 1997 in Raleigh, North Carolina, CAPTRUST is an independent registered investment advisor. The company provides investment management, financial planning, estate planning, tax advice and compliance services to individuals and families. For pension plan sponsors, endowments, foundations and religious entities, CAPTRUST offers investment advisory services, fiduciary support, plan design, vendor analysis / benchmarking of fees and costs. employee counseling programs. With more than 900 employees at 60 sites across the country, CAPTRUST supervises more than $ 70 billion in assets under management and more than $ 630 billion in consulting assets (at June 30, 2021). For more information, visit www.captrust.com.
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