Mike Capelle

Mike Capelle Email and Phone Number

Co-founder and Co-CEO @ Modern Wealth Management
San Juan Capistrano, CA, US
Mike Capelle's Location
San Juan Capistrano, California, United States, United States
Mike Capelle's Contact Details
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.

Mike Capelle's Current Company Details
Modern Wealth Management

Modern Wealth Management

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Co-founder and Co-CEO
San Juan Capistrano, CA, US
Mike Capelle Work Experience Details
  • Modern Wealth Management
    Co-Founder And Co-Ceo
    Modern Wealth Management
    San Juan Capistrano, Ca, Us
  • Modern Wealth Management
    Co-Founder & Co-Ceo
    Modern Wealth Management Apr 2023 - Present
    Lenexa, Ks, Us
    Modern 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 carried out by a team of experts specializing in financial planning, tax planning and preparation, personal banking, estate planning and more. Strategically acquiring high-growth RIAs across the country, Modern Wealth plans to establish regional offices in key locations spanning the United States. To learn more about Modern Wealth, please visit modwm.com. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. Past performance is not necessarily indicative of future results.
  • Goldman Sachs Personal Financial Management
    Managing Director Goldman Sachs, Head Of Hnw Product
    Goldman Sachs Personal Financial Management 2019 - 2022
  • United Capital Financial Advisers, Llc
    Chief Platform Officer / Co-Founder
    United Capital Financial Advisers, Llc 2004 - 2019
    Irving, Texas, Us
    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, and trade execution➤ Corporate Development and Expansion--- Actively involved in the negotiation, acquisition, and integration of advisor practices--- Business lead on strategic investment from AMP (Australia)--- Business lead on process leading to Goldman Sachs acquisition
  • Intel Corporation
    Microprocessor Design & Manufacturing
    Intel Corporation 1990 - 2000
    Santa Clara, California, Us

Mike Capelle Skills

Investments Asset Management Asset Allocation Financial Advisory Strategy Management Portfolio Management Investment Advisory Wealth Management Business Strategy Investment Management Wealth Management Services Investment Strategies Financial Modeling Mergers And Acquisitions Asset Managment Strategic Financial Planning Estate Planning Mergers Strategic Planning Leadership Strategy Execution

Mike Capelle Education Details

  • Mit Sloan School Of Management
    Mit Sloan School Of Management
    Management
  • Massachusetts Institute Of Technology
    Massachusetts Institute Of Technology
    Electrical Engineering And Computer Science
  • University Of Illinois Urbana-Champaign
    University Of Illinois Urbana-Champaign
    Computer Engineering

Frequently Asked Questions about Mike Capelle

What company does Mike Capelle work for?

Mike Capelle works for Modern Wealth Management

What is Mike Capelle's role at the current company?

Mike Capelle's current role is Co-founder and Co-CEO.

What is Mike Capelle's email address?

Mike Capelle's email address is mc****@****ail.com

What is Mike Capelle's direct phone number?

Mike Capelle's direct phone number is +153058*****

What schools did Mike Capelle attend?

Mike Capelle attended Mit Sloan School Of Management, Massachusetts Institute Of Technology, University Of Illinois Urbana-Champaign.

What are some of Mike Capelle's interests?

Mike Capelle has interest in Cooking, Exercise, Medicine, Outdoors, Investing, Electronics, Home Improvement, Reading, Fitness, Music.

What skills is Mike Capelle known for?

Mike Capelle has skills like Investments, Asset Management, Asset Allocation, Financial Advisory, Strategy, Management, Portfolio Management, Investment Advisory, Wealth Management, Business Strategy, Investment Management, Wealth Management Services.

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