Welcome to United Capital Chapel Hill
Experience wealth management, reimagined.
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Andrew BlassManaging Director
Sara M. RuotsalaWealth Manager
Andrew Blass is the Managing Director of the United Capital office in Chapel Hill. He specializes in financial planning and investing for individuals, institutions, retirement plans, endowments and family trusts. In addition, Andrew advises retirement plan participants from tax-exempt institutions administered by TIAA-CREF and Fidelity Investments. Andrew is experienced in the design and implementation of defined benefit plans for small businesses and large institutions and in options strategies for low-basis concentrated equity positions. Andrew prides himself as a problem solver and takes a personal approach to client advising and financial planning.
After graduating from the University of Michigan Honors Program with a Bachelor of Science in Statistics, Andrew began his career as an Equity Options Market Maker at the Chicago Board Options Exchange (CBOE) before joining PRI Investments in 1999.
In his spare time, Andrew enjoys spending time with his family and serving on the boards of the North Carolina Opera, Carrboro Modern Dance Company and Nashville’s Jackalope Brewing Company. He is also an active musician and has toured and recorded with several independent rock bands.
Sara M. Ruotsala
Sara M. Ruotsala has been with United Capital since 2004. She is responsible for developing and maintaining client relationships by counseling new clients and meeting with established clients to develop and maintain their financial plans. She has been securities licensed since 2001. She graduated Cum Laude from Boston University with a Bachelor of Arts in Political Science. She began her investment career at Morgan Stanley in Anchorage as a Financial Adviser in 2001 and continued as a Registered Client Service Associate with UBS in Greeley, Colorado, in 2002. Sara grew up in the National Parks and spent many years in Anchorage, Alaska. Her family has been in Fort Collins for six generations. She enjoys camping, cooking and gardening and spending time with her husband, Erik, and their two small children.
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308 West Rosemary, Suite 301
Chapel Hill, NC 27516