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LETTER FROM THE CEO
from 2022 Blue Book
by CAPTRUST
CAPTRUST Nation, 2022 was a special year in many ways. In addition to marking our 25th year as a firm, it was great getting everyone back in the offices working together.
Our annual Blue Book allows us to look back on our achievements of the last year, including accolades, awards and special recognitions, community contributions, new shareholders, and much more.
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I hope you enjoy reflecting on some of these memorable moments from 2022.
Onward and upward!
J. Fielding Miller CAPTRUST Chief Executive Officer
Each year, we recognize CAPTRUST colleagues who exemplify our mission and core values and have gone above and beyond through the Bricks of Success Awards. These awards are given in the form of a marble brick, symbolizing that a great company is built one brick at a time.
CAPTRUST awarded 23 staff members with prestigious Brick Awards. Each award represents a milestone in achievement as a CAPTRUST team member. Congrats to this year’s nominees and winners! OBAAT!
Mvp Brick Award
Awarded to our colleague who has provided the most significant overall contribution to the firm. Set apart from the crowd, the MVP best represents the spirit of our company mission.
Winner:
Christina Markell-Balleza San Antonio, TX
Client Service Brick Award
Awarded to the colleagues who best exemplify world-class service in their daily interactions with others.
Winners:
Community Service Brick Award
Awarded to the colleagues who most generously volunteer their time and talent for the benefit of others.
Winners:
STEP-UP BRICK AWARD
Awarded to the teammates who step up by taking on additional responsibilities or embracing new challenges.
Winners:
Innovation Brick Award
Awarded to the most innovative idea that helps us become a more consistent, efficient, and effective company.
Winner:
Allego
*John Curry
Todd Echstenkamper
Ben Farmer
*Amanda Herren
Tiffany Larew
Kara Pearson
Colby Warren
*not pictured
Advisor Of The Year
Veronica Karas
The Advisor of the Year is peer chosen as the colleague who stands out among the rest.
Veronica Karas was recognized for building a tremendous book of business while mentoring fellow advisors and being an active participant in CCF.
