CAPTRUST Financial Advisors announced the appointment of Mike Wunderli as head of mergers and acquisitions (M&A). And Wunderli will lead the firm’s strategic inorganic growth initiatives, utilizing his broad view of the marketplace to identify firms that align with the CAPTRUST vision.
Wunderli joins CAPTRUST from ECHELON Partners, which is a boutique investment bank where he served as a managing director since 2016. And at ECHELON, he oversaw M&A activities across the wealth and asset management industry.
Before working at ECHELON, Wunderli had spent 12 years at Lehman Brothers and UBS as a senior vice president in the private wealth management division. Throughout his career, he worked closely with entrepreneurs and business owners and has collaborated with top investment managers, private equity funds, family offices, trading desks, and various capital providers.
Wunderli has a Bachelor of Arts from Brigham Young University and a Master of Business Administration from The Wharton School at the University of Pennsylvania. A native of Salt Lake City, Utah, he currently resides in Redondo Beach, California.
KEY QUOTES:
“The industry is at an inflection point. We wanted someone who was ready to face those challenges with energy and enthusiasm. Mike is ready. He fits CAPTRUST, and he fits our strategic ambitions for the future.”
CAPTRUST CEO Fielding Miller
“I’ve been on the other side of the table for the last nine years, and I’ve seen how the industry’s top acquirers have evolved. CAPTRUST’s elite offering, coupled with its integration expertise and deep resources, distinguishes it among the nation’s top financial advisory firms. In my view, a select group of elite firms will emerge as the clear leaders in the independent space, and CAPTRUST is uniquely positioned to elevate the industry to new levels of quality, integrity, and fiduciary stewardship.”
Michael Wunderli
