Mike Capelle

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Profile

Michael John Capelle is the founder of United Capital Financial Advisors LLC, founded in 2005, serving as Managing Director from 2021 to 2022.
Mr. Capelle is also the founder of Modern Wealth Holdings LLC.
Former job at Intel Corp.
as Manager from 1990 to 2000.
Former job at United Capital Financial Partners, Inc. as Senior Vice President of Investment Management from 2004 to 2009.
Education includes a graduate degree and an MBA from the Massachusetts Institute of Technology, conferred in 1995, and an undergraduate degree from the University of Illinois, conferred in 1990.

Mike Capelle active positions

Companies	Position	Start

All active positions of Mike Capelle

Former positions of Mike Capelle

Companies	Position	End
United Capital Financial Advisors LLC United Capital Financial Advisors LLC Investment ManagersFinance GS PFM provides investment management services to their clients using a variety of asset classes and investment vehicles. The firm’s Independent Advisory Representatives (IARs) work with clients to determine an appropriate asset allocation based on the client's risk tolerance, investment objectives, and investment attribute preferences. Their investment process begins with a global macroeconomic view, which drives their broader asset allocation decisions. The GS PFM Investment Committee is responsible for overall supervision of client assets under GS PFM’s management, including determining which Portfolio Managers to use.	Founder	01/01/2022
United Capital Financial Partners, Inc. United Capital Financial Partners, Inc. Investment ManagersFinance Operates as a wealth management firm	Corporate Officer/Principal	01/06/2009
INTEL CORPORATION	Corporate Officer/Principal	-

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Linked companies

Private companies	5
Intel Corp. Intel Corp. SemiconductorsElectronic Technology Engages in design, development, manufacture and sale of CPUs and integrated circuits to computing and related end products	Electronic Technology
United Capital Financial Advisors LLC United Capital Financial Advisors LLC Investment ManagersFinance GS PFM provides investment management services to their clients using a variety of asset classes and investment vehicles. The firm’s Independent Advisory Representatives (IARs) work with clients to determine an appropriate asset allocation based on the client's risk tolerance, investment objectives, and investment attribute preferences. Their investment process begins with a global macroeconomic view, which drives their broader asset allocation decisions. The GS PFM Investment Committee is responsible for overall supervision of client assets under GS PFM’s management, including determining which Portfolio Managers to use.	Finance
Massachusetts Institute of Technology Massachusetts Institute of Technology Finance/Rental/LeasingFinance Functions as a College/University	Finance
University of Illinois University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
United Capital Financial Partners, Inc. United Capital Financial Partners, Inc. Investment ManagersFinance Operates as a wealth management firm	Finance