Our Leadership

United in Purpose

United Capital is under the guidance of leaders who believe in bringing truth, understanding, and discipline to the financial choices people make every day. We’re committed to helping people live richly.

Meet the team of experienced, passionate individuals who strive each day to reshape wealth management to help you live the life you want.

Meet our Executive Team

Joe Duran, CFA®

Managing Director, Chief Executive Officer

Jorge Bernal

Managing Director, Chief Operating Officer

Mike Capelle

Managing Director, Chief Platform Officer

Samantha Davidson, CFA®

Managing Director, Chief Strategy Officer

Jon Frojen

Managing Director, Chief Financial Officer

Kara Murphy, CFA®

Managing Director, Chief Investment Officer

Gary Roth

Managing Director, Chief Business Officer

Rachel Schnoll

Managing Director, Head of FinLife Partners

Meet our Senior Leadership

Mark Ciucci

Vice President

Jason Del Col

Managing Director, Head of Advisory Services

Jason Gordo, AIF®, CRPS®

Vice President, Head of Client Experience

David Hallman, CFA®

Vice President, Investment Oversight and Operations

Mike Herman

Vice President, Chief Compliance Officer

Jene Hoosier

Vice President, Head of FinLife Operations

Phil Jacobson

Vice President, Growth Optimization

Tara Weaver

Vice President, Head of People and Organization

Financial Advisors Near You

Find your local advisor and plan your financial future. With more than 240 financial advisors across 30 states and 100 offices, we can help you implement a financial plan tailored to your personal goals.

See All Financial Advisory Locations

Speak With a Financial Advisor

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Want to speak with us now? Give us a call at 833-346-5433