CAPTRUST
Mike Salmon has a diverse work experience in the finance industry. Mike started their career at Credit Suisse in 1995, where they worked as a Vice President in US Cash Equity Trading at the NYSE. In this role, they represented the firm and clients on the trading floor, executing large institutional client orders to find the best execution prices. Mike remained with Credit Suisse until 2007.
In 2008, Mike joined CAPTRUST as a Relationship Manager. In this role, they acted as the primary point of contact for client relationships, managing client portfolios, conducting performance reviews, and projecting for the existing wealth client base. Mike worked with a portfolio of $30 billion in assets under advisement, contributing to the overall $700 billion in assets advised by the firm. Mike held this position until April 2020.
Following their role as a Relationship Manager, Mike transitioned to the Integration Team at CAPTRUST. In this team, they initially served as a Senior Consultant, where they acted as the firm's culture ambassador during the transition phase for newly acquired wealth management firms and their advisory and client service teams. Mike'sfocus was on project management and training for the proprietary CRM system, CAPConnect, ensuring the continuity and reinforcement of the firm's culture through the "OneUP" mentality.
More recently, Mike has taken on the role of Manager in the Integration Team. Mike'sstart date for this position is January 2023, and the end date is not specified. Given their previous experience with the Integration Team, it can be assumed that they will continue to contribute to the smooth integration of newly acquired firms, project management, and training initiatives, while maintaining and reinforcing the firm's culture.
From 1988 to 1993, Mike Salmon attended West Virginia University, where they pursued a Bachelor of Arts degree in Liberal Arts with a focus on Psychology.
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CAPTRUST
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CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.