Inclusion and Diversity

The mission statement of CAPTRUST’s Inclusion & Diversity Council is to foster an environment that promotes inclusion, a diverse workforce, and a strong sense of belonging.

The vision of these initiatives is to create a diverse, connected, and fully empowered workforce that celebrates and leverages our differences to drive value for clients, communities, and one another.

Each year, CAPTRUST expands these efforts through rich discussions, events, and even new employee resource groups to ensure everyone is included in the conversation.

CAPTRUST has several diversity efforts targeted at all employees, including four Employee Resource Groups (ERGs):

• BP Network: For racially/ethnically diverse employees and their allies

• Women Inspire, Support, Encourage (WISE) Network: For women and their allies

• PRIDE: For lesbian, gay, bisexual, transgender, queer (or questioning), intersex, and asexual (LGBTQIA) employees and their allies

• Living in Faith Together (LIFT): For those of any faith and those of no faith looking to come together and learn more

These groups have been important culture carriers for the firm, especially during times when most of the firm was working remotely. Events, networking opportunities, and fun activities brought together colleagues from across the country, many of whom never had the chance to meet in person.

New ERG: Honor

We also announced a new ERG for veterans, employees serving in the National Guard or National Reserves, military family members, and their allies. Honor is chaired by CAPTRUST Principal and Financial Advisor Daryl Deke. CAPTRUST Senior Director of Marketing Greg Middleton serves as the group’s executive sponsor.

Mission:

Together, we foster an environment that empowers, encourages, celebrates, and advocates for the voices of Black, Indigenous, and People of Color at CAPTRUST.

2022 Leadership:

Che-Che McCrimmon | Chair

Katrina Webb | Chair

John Curry | Executive Sponsor

Mission:

Our mission is to empower women at CAPTRUST to achieve their professional goals through workplace training and resources, a supportive environment, and the development of meaningful relationships.

2022 Leadership:

Jennifer Doss | Chair

Ellen Shaer | Chair

Jean Duffy | Executive Sponsor

Mission:

Together, we will support each individual, from every community in learning about and celebrating faith, in an inclusive company that will support and uplift them.

2022 Leadership:

Josie Dorris | Chair

Jon Meyer | Chair

Christina Markell-Balleza | Executive Sponsor

Mission:

Together, we will strive to provide an atmosphere of hope in education and awareness of the LGBTQ+ community. We will encourage and promote a safe environment for our LGBTQ+ employees and their allies so that each person feels welcome and encouraged to be their authentic self.

2022 Leadership:

Nina Esch | Chair

Eliza Powers | Chair

Mark Francher | Executive Sponsor

I don’t know if it was as important that I led an ERG as it was being a part of the process to develop something that was and is needed at CAPTRUST. Being a part of this process and getting to know and work with our ERG members has been a highlight for me at CAPTRUST.

-Katrina Webb