Connect with a financial advisor: 833-346-5433

Connect with a financial advisor

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, Chief Executive Officer

Joe Duran, CFA^®

Managing Director, Chief Executive Officer

Jorge Bernal

Managing Director, Chief Operating Officer

Mike Capelle

Managing Director, Chief Platform Officer

Jon Frojen

Managing Director, Chief Financial Officer

Edward Kummer

Managing Director, Chief Marketing Officer

Kara Murphy, CFA^®

Managing Director, Chief Investment Officer

Gary Roth

Managing Director, Chief Business Officer

Meet our Senior Leadership

Clive Cholerton

Clive Cholerton

Vice President, Head of FinLife Partnership Development

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

Heather Kelly, RHU, HIA, MHP, CLU

Vice President, Risk Management

Tara Weaver

Vice President, Head of People and Organization

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