Captrust Financial Advisors, a national aggregator of registered investment advisors with more than $1 trillion in combined assets, has appointed Mike Wunderli as its new head of mergers and acquisitions.
Wunderli joins Captrust from Echelon Partners, where he served as a managing director since 2016. In the new role, he will lead Captrust’s strategic inorganic growth initiatives.
Captrust CEO Fielding Miller cited Wunderli’s deep experience in RIA aggregation trends as a key factor in his hiring.
“The industry is at an inflection point,” Miller said in a statement. “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.”
Before working at Echelon, Wunderli spent 12 years at Lehman Brothers and UBS as a senior vice president in the private wealth management division. In these roles, he worked closely with entrepreneurs and business owners and collaborated with investment managers, private equity funds, family offices, trading desks and various capital providers.
“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,” Wunderli observed. “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.”
Pictured: Mike Wunderli
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