Welcome to United Capital Atlanta

Experience wealth management, reimagined.

Get clarity and control over your financial life — and focus on living the life you really want. See how we help you do it.

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Awarded #2 on Barron's Top 40 independent advisory firm list for 2018*

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Why United Capital?

Financial Life Management

We’re not the typical wealth management firm. We looked around the industry and thought that there was a better way. So we created it. We developed a process that’s focused on helping you live your ideal life. One that continually adapts to the changing world and your changing circumstances. We call it Financial Life Management. And it’s totally unlike anything you’ve experienced before.

A Unique Approach

We’ll take the time to get to know you and understand the life you want to live. With collaborative, engaging digital tools, we’ll work with you to create a clear framework for living your ideal life. The result is a plan that’s dynamic and personalized — not one-and-done or one-size-fits-all.

Real Results

We help you align your decision-making with your ideal life, so you can achieve balance — and a healthy relationship with your money. That means we go beyond investments and investment results to help you live the life you want today. After all, isn’t that what a wealth manager is for?

United Capital: Imagine

Emily C. Sanders
Managing Director
Owen H. Malcolm
Managing Director
Patty Clemmons
Senior Director of Operations
Melissa Hallmark
Wealth Manager
Kassi A. Hyde
Wealth Manager
Suzanne McGuire
Senior Relationship Manager
Robert Yu
Senior Relationship Manager
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Emily C. Sanders, CPA®, JM, CCM®

Managing Director

emily.sanders@unitedcp.com

Emily C. Sanders is a Managing Director of the United Capital Atlanta office. In 2009, she was named one of the “Top 50 Women in Wealth Management” in the U.S. by Wealth Manager magazine. Emily graduated Magna Cum Laude from the University of Pennsylvania with a BA in International Economics and from New York University with an MBA in Accounting. She is a Certified Public Accountant (CPA®) and a Certified Cash Manager (CCM®), as well as FINRA Series 65 licensed. In 2013, she won a national stock picking competition for Portfolios with Purpose, benefiting the Atlanta Women's Foundation. Emily received a Juris Master (JM) degree from Emory University School of Law.

Emily has served on the Managing Directors' Advisory Council for United Capital and was awarded "Exceptional Contributor"* in 2014 and “MVP”* in 2017.  

Prior to founding the United Capital Atlanta office, formerly Sanders Financial Management, Inc., Emily served as Assistant Treasurer at BellSouth Corporation for nine years where she and her staff of 14 managed $1 billion in corporate and pension fixed income investments, as well as the International Finance group, handling foreign exchange, mergers and acquisitions, and global banking. She has visited 40 countries and was an internal auditor in South Africa.

From 1977 to 1985, Emily was employed in various financial management and budget capacities by The Coca-Cola Company in Atlanta and Charter Publishing Company in New York City, and she was a financial consultant to The Home Depot in 1995. Originally from Long Island, New York, Emily is steeped in a healthcare background as the daughter of a physician and a hospital administrator. Her interest in elder care issues led to the attainment of the Registered Financial Gerontologist (RFG) designation. Emily is an international speaker and has been quoted in numerous publications, including The Wall Street Journal, Atlanta Journal-Constitution, Atlanta Business Chronicle, Entrepreneur Magazine, Financial Planning, CNN and more. Additionally, Emily has appeared on Bloomberg TV, CNBC Worldwide Exchange and Closing Bell and as a Guest Host on CNBC Europe TV.

Emily is a member of the AICPA and serves on the Georgia Society of CPAs' Leadership Council, where she received its Distinguished Committee Chair award for leadership of the Committee on Financial Literacy. She also serves on the Endowment Board of the Jewish Federation of Greater Atlanta and co-chairs United Capital's Women's Leadership Initiative.

A resident of Atlanta for over three decades, Emily and her husband, Jon Margolis, live in Brookhaven and have three adult children (two daughters and a son) and three grandchildren. She is a 1994 graduate of the Leadership Atlanta program. In her spare time she enjoys international travel, reading biographies, visiting museums and being involved with The Atlanta International School's Alumni Parent Group.

*Award is not indicative of investment performance.

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Owen H. Malcolm, CFP®

Managing Director

owen.malcolm@unitedcp.com

Owen H. Malcolm, CFP ® , is a Managing Director of the Atlanta office. Owen graduated Magna Cum Laude from Berry College with a BS degree in Finance and from Kennesaw State University with an MBA in Entrepreneurship. Prior to his work as a CFP ® practitioner, he was a Financial Analyst for IBM Global Financing, then a Financial Advisor for Edward Jones Investments, starting his own branch office in Marietta, Georgia. 

Owen is a graduate of Leadership Gwinnett, as well as the inaugural class of L.E.A.D. Atlanta, a leadership development program for emerging young professionals sponsored by Leadership Atlanta. He is an associate member of the Georgia Society of CPAs, and has served on the Board of Good Samaritan Health Center of Gwinnett, a non-profit providing affordable, high-quality health services to the uninsured and working poor of Atlanta. Owen is Chair of the Berry College Planned Giving Council, and was also honored in 2005 by the Atlanta Business Chronicle as one of the Top 40 Under 40 "Up and Comers." 

He has been a valued resource for national and local media (TV, radio and print) and has appeared in numerous publications including The Wall Street Journal, US News & World Report, CNBC, CNN, Smart Money Magazine, Financial Planning, Investment Advisor, Financial Advisor, Investment News, Dow Jones Newswires, Atlanta Business Chronicle, Atlanta Journal-Constitution, 11 Alive Atlanta, and Fox 5 Atlanta. Owen was featured in Investment Advisor's 2005 “New Faces of Planning” cover story. 

Owen has been interested in the financial markets since age 12, when he visited a financial planner with his parents and was intrigued by the planner's knowledge and dedication to helping clients. He is a devoted family man who enjoys spending time with his wife, Tina, and their four children at their home in Johns Creek. An avid photographer and SCUBA diver, he participates in sports and is an active member of Old Peachtree Presbyterian Church, where he serves in a variety of roles.

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Patty Clemmons, CFA®, CPA®

Senior Director of Operations

patty.clemmons@unitedcp.com

Patty Clemmons serves as the Director of Operations for the Atlanta office. She graduated with High Honors from the University of Florida with a BS in Accounting and is a member of the CFA Institute and the AICPA. Patty has also completed Florida State University's Certificate of Personal Financial Planning program and is FINRA Series 65 licensed.

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Melissa Hallmark, CFP®

Wealth Manager

melissa.hallmark@unitedcp.com

Melissa Hallmark serves as a Wealth Manager for the Atlanta office. She graduated from the University of Georgia’s Terry College of Business with a BBA in Finance and received her MBA in Personal Financial Planning from Georgia State University. Melissa is a CERTIFIED FINANCIAL PLANNER professional, Certified Divorce Financial Analyst, and FINRA Series 65 licensed.

Melissa is a member of the Terry College of Business Alumni Association, the Financial Planning Association as well as the Atlanta Track Club.  She also serves as a volunteer judge for DECA events.

Before realizing her desire to become a financial planner, Melissa worked in International Logistics, serving as President and Vice President of the Atlanta Maritime Association. When she isn't working, Melissa enjoys traveling, running, hiking, event planning, spending time with her friends and family, reading and scuba diving.

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Kassi A. Hyde, ChFC, CDFA

Wealth Manager

kassi.hyde@unitedcp.com

Kassi Hyde serves as a Wealth Manager for the Atlanta office. She has worked in the financial services industry for over 14 years. Coming from a background of multifamily housing management for an international company, she discovered an instant love for the financial services arena and hasn’t looked back. Kassi got her start in the industry working with a nationwide firm that specialized in insurance planning and obtained her Life and Health Insurance license. From there, she decided to shift more into comprehensive planning by obtaining her Chartered Financial Consultant designation and focusing on financial and tax planning services with a local family-owned firm. She also has earned her Certified Divorce Financial Analyst designation, which gives her expertise in divorce settlement analysis and planning. Kassi’s focus and passion has always been to bring investment planning in line with goal-based planning, as a way to help her clients achieve their dreams in an analytical, yet heartfelt way. She is excited to be continuing that passion with United Capital. 

Kassi has been involved with several different volunteer organizations, such as Midtown Assistance Center, Rainbow Village, Atlanta Community Food Bank and the Norcross Co-Op. She hopes to build on her experience with these organizations to continue to grow the firm’s involvement with the community.

Kassi has been married to her husband, Korey, for over twelve years and has two boys, ages 10 and 7. They enjoy traveling, canoeing and golfing together.

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Suzanne McGuire

Senior Relationship Manager

suzanne.mcguire@unitedcp.com

Suzanne McGuire brings over 20 years of financial services experience to her role as Senior Relationship Manager for the United Capital Atlanta office. She began her career in l983 with Robinson Humphrey Co. in Atlanta. Suzanne obtained her Series 7, 63, 3 and 53, and worked as a Registered Institutional Equity Trader.

Suzanne left the business for a while to care for an ill parent. She returned in August 2013 as the Client Services Manager for the United Capital Atlanta office. She serves as a liaison between clients and the firm’s managing directors. She assists in planning for client meetings, maintaining client data, interfacing with our primary custodian, Charles Schwab & Co., and ensuring that clients' needs are met on a personalized level.

Outside the office, Suzanne enjoys golf, yoga, spin classes, cooking, selling anything on eBay and spending time with family and friends.

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Robert Yu

Senior Relationship Manager

robert.yu@unitedcp.com

Robert Yu serves as a Senior Relationship Manager for the Atlanta office. He graduated Magna Cum Laude from the Georgia Institute of Technology with a BS degree in Economics and a minor in Accounting. Prior to United Capital, Robert began his career at Fidelity Investments as a Financial Representative and previously held Series 7 and 63 registrations. 

Arriving at United Capital in 2015, Robert first worked in the Guidance Department and obtained his Series 65 and Life Insurance licenses. He worked with the Atlanta office remotely, constructing and updating their clients' financial plans. As a Senior Relationship Manager, Robert is dedicated to providing an excellent client experience and strives to promptly meet their needs. 

Robert has been married to his wife, Stephanie, for one year. They enjoy traveling, running, and spending time with friends.

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5550 Triangle Parkway, Suite 101
Peachtree Corners, GA 30092
770-448-5111

*Award not indicative of investment performance.