Mike Capelle in

Mike Capelle

Critic · DISC type C
Co-founder & Co-CEO at Modern Wealth Management
📍 San Juan Capistrano, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
32 Years
Current Role
Co-founder & Co-CEO
Job Level
Leadership
Location
San Juan Capistrano, California, United States
Personality Overview

How Mike shows up

Critic
ROI Driven
Information Seeker

It is very likely that they will negotiate pricing or other important terms. They choose to analyze logically and value facts to emotions. Unless the value is proven by data, they are unlikely to value fancy features.

Priorities

Topics Mike cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

4-2023
Co-founder & Co-CEO
Modern Wealth Management
2019 - 2022
Managing Director Goldman Sachs, Head of HNW Product
Goldman Sachs Personal Financial Management
2004 - 2019
Chief Platform Officer / Co-founder
United Capital Financial Advisers, LLC
1990 - 2000
Microprocessor Design & Manufacturing
Intel Corporation
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Master of Science
MIT Sloan School of Management
Master of Science
Massachusetts Institute of Technology
Bachelor of Science
University of Illinois Urbana-Champaign
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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