Greg Middleton

About Greg Middleton

As a Senior Director within the Advisor Support Group, Greg is responsible for the department’s marketing operations, sales enablement and business development support function, conference and event support, and overall program and initiative execution. Throughout his two decades at CAPTRUST, Greg has held multiple roles within the Advisor Support Group and Marketing teams focused on a broad array of financial advisor growth, service, and practice management needs in addition to developing, supporting, and enhancing the CAPTRUST brand. Greg is a member of the firm’s CAPTRUST Way Culture Committee, Editorial Advisory Board, and CAPTRUST Community Foundation Grants Committee, and is a two time recipient of the CAPTRUST Innovation Award.

Experience

1. Senior Director, Marketing, Advisor Group

   CAPTRUST

   Dec 2020 — Present

Education

• East Carolina University

  Bachelor of Business Administration (BBA), Marketing

  1996 — 2000

Skills

• Crm
• Endowments and Foundations
• Marketing Communications
• Investment Advisory
• Wealth Management
• Editing / Proofreading
• Competitive Analysis
• Media Relations
• Marketing
• Management
• Financial Advisory
• Collaboration
• Non-Retirement Plan Asset Pools
• Vendor Management
• Brand Management
• Proposal Development
• Business Development
• Request for Proposal (Rfp)
• Proposal Writer
• Nonqualified Retirement Plans
• Qualified Retirement Plans
• Content Development
• Project Management
• Copywriting
• Conferences and Seminars
• Public Relations
• Metrics / Reporting
• Presentation Skills
• Market Analysis
• Return on Investment (Roi) Analysis