David Capelle
Wealth Management Advisor, Portfolio Manager
- Role
- Wealth Management Advisor, First Vice President at Merrill Lynch
- Location
- Hingham, MA, US
- LinkedIn followers
- 500 followers
About David Capelle
I lead an experienced, goals based wealth management practice focused on delivering…
Experience
Wealth Management Advisor, First Vice President
Dec 2011 — Present
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Manager Analyst®. Use of CIMA®, and/or Certified Investment Manager Analyst® signifies that the user has successfully completed the Institute\'s initial and ongoing credentialing requirements for wealth advisors.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.
Education
University of Rhode Island
Bachelor's Degree
1995 — 1999
Skills
- High Net Worth Portfolio Management
- Hockey
- Sportfishing
- Foundations
- Estate Planning Strategies and Wealth Transfer
- Multi-Generational Family Wealth Advising
- Philanthropic and Endowment Management
- Customizable Investment Strategies
- Family Financial Advisor
- Snow Skiing
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