Matt Marcello

Matthew Marcello, CFP®, CIMA®

Managing Director

Matt is a Managing Director at United Capital, where he advises clients across all facets of investment management and wealth advisory. With more than two decades of industry experience, Matt was a founding partner of Apexium Financial, LP where he served as Managing Partner and Chief Investment Officer. Prior to Apexium, Matt co-founded Capstone Wealth Management and served as Managing Partner and Chief Investment Officer. Earlier in his career, he served as a Managing Director at Cowan Financial.

Matt is a CERTIFIED FINANCIAL PLANNER® practitioner and holds the Certified Investment Management Analyst® (CIMA®) designation. He earned a Bachelor of Science in Finance and Computer Information Systems from Fairfield University.

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