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®

Chief Executive Officer

Jorge Bernal

Chief Operating Officer

Mike Capelle

Chief Platform Officer

Jon Frojen

Chief Financial Officer

Edward Kummer

Chief Marketing Officer

Kara Murphy, CFA®

Chief Investment Officer

Gary Roth

Chief Business Officer and EVP

Meet our Senior Leadership

Clive Cholerton

Senior Vice President, Head of FinLife Partnership Development

Mark Ciucci

Senior Vice President

Jason Del Col

Head of Advisory Services

Jason Gordo, AIF®, CRPS®

Senior Vice President, Head of Client Experience

David Hallman, CFA®

Senior Vice President, Investment Oversight and Operations

Mike Herman

Chief Compliance Officer

Jene Hoosier

Senior Vice President, Head of FinLife Operations

Phil Jacobson

Senior Vice President, Growth Optimization

Heather Kelly, RHU, HIA, MHP, CLU

Senior Vice President, Risk Management

Tara Weaver

Senior Vice President, Head of People and Organization

Speak With a Financial Advisor

We’re here to listen. Tell us about yourself, and we’ll reach out to you at no cost or obligation.

Confirmation success!

Thank you for your submission.

We respect your privacy. Read our privacy policy here.

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