Mike CapelleManaging Director, Chief Platform Officer
What's your dream for the company?
We are able to figure out ways to offer what we do to unserved and underserved people in the market. The earlier we can help people make good choices, the more positive impact we can have on their lives.
What are three words people use to describe you?
Analytical, strategic, optimistic.
When you are not working, what do you care about most?
My family. My wife and I have traveled the world, and now I want to share it with my children.
What's your MoneyMind®?
Mike is one of United Capital's founders and a member of the Executive Committee. He is responsible for the company's operating platform, technology, and enterprise innovation. He is also a member of the Investment Committee. Mike and his team are responsible for the company's technology road map and supporting current systems and tools. In addition, he leads efforts to develop next-generation advisor tools and client-service models incorporating leading-edge technology. In prior roles at the company, Mike created the initial United Capital investment strategies as well as the performance reporting and custodial relationships. He has played a central role in the acquisition and integration of advisory teams to a consistent operating and service standard.
Mike's first career was in high tech, with 10 years at Intel Corporation holding various positions within business planning, operations, and microprocessor design. He and his wife enjoy traveling abroad and spent a couple of years outside the U.S. between his time at Intel and United Capital.
Mike earned an MBA and MS in electrical engineering from the Massachusetts Institute of Technology Sloan School of Management in Cambridge, MA and a BS in computer engineering from the University of Illinois in Champaign-Urbana, IL. He holds a Series 65 license to provide advisory services.