Senior Director · CAPTRUST
Karen O. Denise
CRD 4391986 · Named on Form ADV at one SEC-registered adviser
At a glance
CAPTRUST, an SEC-registered asset manager based in Raleigh, NC with $1.2 trillion in regulatory assets, lists Karen O. Denise on its Form ADV as Senior Director.
Firms and roles
- CAPTRUSTSenior DirectorAsset manager · Raleigh, NC · $1.24T in regulatory assets
AtlasMembers
Karen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Colleagues named on the same filings (14)
- James F. MillerChief Executive Officer, CAPTRUST
- Wilson S. HoyleManaging Director, CAPTRUST
- Benjamin S. GoldsteinPresident, CAPTRUST
- Derick D. ShoffManaging Director, CAPTRUST
- Scott T. MathesonManaging Director, CAPTRUST
9 more people named with Karen on the same filings, with titles and firms. Free in Atlas with a free account.
See all 14 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Karen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.