Former Goldman Sachs executive brings 20 years of wealth management expertise to the innovative cash management platform
NEW YORK, April 14, 2022 /PRNewswire-PRWeb/ -- MaxMyInterest ("Max"), an intelligent cash management and optimization platform for individual investors and financial advisors, today announced that Mike Capelle, co-founder of United Capital, has been named to the company's AdvisoryBoard.
Mr. Capelle recently retired as a Managing Director at Goldman Sachs, where he led Product for the Personal Financial Management business, with a focus on expanding and scaling Goldman's high net worth segment.
"MaxMyInterest is the most innovative cash optimization platform I've come across, and I'm thrilled to join their Advisory Board," said Mr. Capelle. "Max helps financial advisors better serve their clients while simultaneously growing their businesses, and I look forward to expanding Max's presence among the advisor community."
Mr. Capelle co-founded United Capital, a national wealth management firm that had $25 billion in assets under management at the time of its sale to Goldman Sachs, after starting his career as a microprocessor design engineer at Intel Corporation. He earned a Master's degree in Electrical Engineering from the Massachusetts Institute of Technology, an MBA from MIT's Sloan School of Management, and a Bachelor's degree in Computer Engineering from the University of Illinois.
Mr. Capelle will provide strategic counsel to the firm, and joins the following Advisory Board members:
- Professor Jan Rivkin, C. Roland Christensen Professor of Business Administration, Senior Associate Dean for Research, and Chair of the MBA program at Harvard Business School;
- Dr. Gary McGraw, former vice president of security technology at Synopsys;
- Jill Denham, former head of CIBC's private equity and retail banking businesses;
- Andrew Klaber, Founder and CEO of Bedford Ridge Capital; and
- Andrew Hecht, an entrepreneur and corporate attorney who serves as outside general counsel to Max.
"We look forward to benefiting from Mike's deep bench of wealth management expertise," said MaxMyInterest Founder and CEO Gary Zimmerman. "His understanding of the needs of advisors and experience building and scaling one of the most successful RIA businesses will help Max continue to innovate for advisors and their clients, both of whom are seeking better solutions for cash amidst this rising rate environment."
Advisors from more than 1,400 wealth management firms have registered to use Max with their clients. For more information, please visit MaxForAdvisors.com.
About MaxMyInterest
MaxMyInterest ("Max"), a service of Six Trees Capital LLC, offers cash management solutions for individuals and financial advisors that enable individuals to earn dramatically higher yields on cash. Max automatically works to help clients ensure their deposits earn the highest yield possible while remaining FDIC-insured. Today, Max members can earn up to 0.75% APY on FDIC-insured cash, compared to the national savings average of 0.06%. Max also helps banks attract direct customer relationships and deposits without advertising or referral fees. Learn more about Max's solutions for self-directed investors at MaxMyInterest.com, for financial advisors at MaxForAdvisors.com, and for banks at MaxForBanks.com.
Media Contact
Abbie Sheridan, Greenrose Communications, 1 (516) 286-7056, [email protected]
SOURCE MaxMyInterest
Share this article