Mike Capelle Email & Phone Number
@unitedcp.com
6 phones found area 530, 949, and 972
LinkedIn matched
Who is Mike Capelle? Overview
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Mike Capelle is listed as Co-founder and Co-CEO at Modern Wealth Management, based in San Juan Capistrano, California, United States. AeroLeads shows a work email signal at unitedcp.com, phone signal with area code 530, 949, 972, and a matched LinkedIn profile for Mike Capelle.
Mike Capelle previously worked as Co-founder & Co-CEO at Modern Wealth Management and Managing Director Goldman Sachs, Head of HNW Product at Goldman Sachs Personal Financial Management. Mike Capelle holds Master Of Science, Management from Mit Sloan School Of Management.
Email format at Modern Wealth Management
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AeroLeads found 1 current-domain work email signal for Mike Capelle. Compare company email patterns before reaching out.
About Mike Capelle
Mike Capelle is co-founder and co-CEO at Modern Wealth Management. From his decades-long career in wealth management, Capelle has experience building advisor-client wealth management platforms to drive continuous growth. Prior to co-founding Modern Wealth, Capelle was a managing director at Goldman Sachs Personal Financial Management where he was head of high-net-worth product.In addition, Capelle was part of the team that co-founded, scaled and sold United Capital, a $25B RIA with 90 locations, to Goldman Sachs for $750M, where he served as Chief Platform Officer. Capelle was responsible for the company’s operating platform and technology and for driving enterprise innovation. He was also a member of the firm’s Investment Committee. Early in his career, Capelle worked on microprocessor design and manufacturing at Intel Corporation. Capelle earned a master’s degree in management from the MIT Sloan School of Management and a master’s degree in electrical engineering and computer science from MIT. He earned his undergraduate degree from the University of Illinois at Urbana-Champaign.
Listed skills include Investments, Asset Management, Asset Allocation, Financial Advisory, and 18 others.
Mike Capelle's current company
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Mike Capelle work experience
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Co-Founder & Co-Ceo
CurrentModern Wealth Management is a national registered investment advisory (RIA) firm reimagining the delivery of financial advice. Co-Founded by former United Capital executives Gary Roth, Mike Capelle and Jason Gordo, Modern Wealth was designed to anticipate the needs of Americans at every stage in life by providing a full suite of wealth management services.
Managing Director Goldman Sachs, Head Of Hnw Product
Chief Platform Officer / Co-Founder
Firm acquired by Goldman Sachs for $750M➤ Platform Development and Commercialization--- Led CX/AX, digital product, engineering and platform adoption teams--- Developed and grew white label channel for independent advisors (FinLife Partners)--- Created and ran initial investment platform including portfolio management, manager selection, asset allocation.
Microprocessor Design & Manufacturing
Mike Capelle education
Master Of Science, Management
Master Of Science, Electrical Engineering And Computer Science
Bachelor Of Science, Computer Engineering
Frequently asked questions about Mike Capelle
Quick answers generated from the profile data available on this page.
What company does Mike Capelle work for?
Mike Capelle works for Modern Wealth Management.
What is Mike Capelle's role at Modern Wealth Management?
Mike Capelle is listed as Co-founder and Co-CEO at Modern Wealth Management.
What is Mike Capelle's email address?
AeroLeads has found 1 work email signal at @unitedcp.com for Mike Capelle at Modern Wealth Management.
What is Mike Capelle's phone number?
AeroLeads has found 6 phone signal(s) with area code 530, 949, 972 for Mike Capelle at Modern Wealth Management.
Where is Mike Capelle based?
Mike Capelle is based in San Juan Capistrano, California, United States while working with Modern Wealth Management.
What companies has Mike Capelle worked for?
Mike Capelle has worked for Modern Wealth Management, Goldman Sachs Personal Financial Management, United Capital Financial Advisers, Llc, and Intel Corporation.
How can I contact Mike Capelle?
You can use AeroLeads to view verified contact signals for Mike Capelle at Modern Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Mike Capelle attend?
Mike Capelle holds Master Of Science, Management from Mit Sloan School Of Management.
What skills is Mike Capelle known for?
Mike Capelle is listed with skills including Investments, Asset Management, Asset Allocation, Financial Advisory, Strategy, Management, Portfolio Management, and Investment Advisory.
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