Mike Capelle

Mike Capelle is the co-founder and co-CEO of Modern Wealth Management, a firm that aims to provide holistic wealth management services to the mass affluent. With a career spanning several decades in the financial services industry, Capelle has extensive experience in building wealth management platforms tailored to client needs.

Career Background::

• Goldman Sachs: Before establishing Modern Wealth Management, Capelle served as a managing director at Goldman Sachs Personal Financial Management, where he was the Head of High-Net-Worth Product.12
• United Capital: He was also instrumental in co-founding United Capital, a registered investment advisor (RIA) that grew to manage $25 billion before being sold to Goldman Sachs for $750 million. At United Capital, he held the position of Chief Platform Officer, overseeing the company's operating platform and technology.13
• Early Career: Capelle began his career at Intel Corporation, where he worked on microprocessor design and manufacturing.12

Education:: Capelle holds two master's degrees from the Massachusetts Institute of Technology (MIT)—one in management from the MIT Sloan School of Management and another in electrical engineering and computer science. He completed his undergraduate studies at the University of Illinois at Urbana-Champaign.12

Vision for Modern Wealth Management:: At Modern Wealth Management, which launched in 2023, Capelle and his partners secured significant funding to create a firm that integrates various financial planning services—such as tax, insurance, and estate planning—under one roof. The firm's strategy focuses on serving clients with comprehensive financial needs and expanding its reach through acquisitions.23

Capelle's leadership is characterized by a commitment to innovation and growth within the wealth management sector, making him a notable figure in the industry today.