RIA Edge Podcast: Modern Wealth’s Mike Capelle on Lessons Learned at United Capital, Goldman Sachs
An early architect of Joe Duran’s United Capital, and a former Goldman Sachs PFM exec, Mike Capelle and his partners secured $200 million to build a national RIA with a vision of bringing all a client’s planning needs—tax, insurance, estate planning—under one roof. In this episode of the RIA Edg ...
Marc Brickman
Lighting designer Marc Brickman started with Bruce Springsteen and ultimately worked with hundreds of acts, such as Pink Floyd, Paul McCartney, John Mayer, Slipknot...and he still works with Neil Young. Brickman worked on the opening ceremonies for the Barcelona and Nagano Olympics and has been ...
Gary Roth and Mike Capelle: Blueprint for RIA M&A Success
The Modern Wealth co-founders reveal their $200 million private equity-backed strategy for building a national RIA. Host: Steve Sanduski, CFP.
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Building a Full-Service Wealth Management Platform with Mike Capelle
In this episode, Jack Sharry talks with Mike Capelle, Co-founder & Co-CEO of Modern Wealth Management. From his decades-long career in wealth management, Mike has experience building advisor-client platforms that drive continuous growth. He was part of the team that co-founded, scaled, and sold ...
013: Evolution of Wealth Management Technology with Mike Capelle
In this episode, Gordo welcomes Mike Capelle, Co-Founder and Co-CEO. They dive into the evolution of tech stacks and platforms, exploring how technology has transformed the financial advisory landscape since he started his career in wealth management.
Tech evolution from 2004 to now.
Import ...
014: Driving Enterprise Value with Mike Capelle
In this Modcast episode, Gordo and Mike Capelle explore strategies for building enterprise value in financial advisory firms. They highlight client-centric growth, post-acquisition integration, scalable investment management, next-gen advisor development, and key performance metrics. They'll dig ...
021: Three Years of Modern Wealth Management
In this milestone episode, Gordo, Gary, and special guest Mike Capelle, share the journey of Modern Wealth Management's growth to managing over $12 billion AUM and 275 talented professionals. They will discuss how vision, execution, and authentic culture turned early setbacks into springboards f ...
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