Xcout IntelOne Capital
One Capital Management is a wealth management firm founded in 2001 that provides bespoke private client investment management services. Operating in the United States and Canada, the company serves individuals, families, and institutions with a client-centric approach based on unique financial circumstances.
Subscribe to see One Capital’s full profile → the full roster, investors in every round, weekly hiring history and every corporate event
One Capital at a glance
One Capital is a financial services company headquartered in United States. Xcout tracks 54 named people at One Capital, including Patrick J. Bowen (President).
One Capital leadership
- Patrick J. BowenPresident
- Curtis WheelerChief Compliance Officer
- Shelley LantzChief of Staff
- Steve CowleyChief Investment Officer
- Donald H. McDonaldFounder | Managing Director
- Adele YoungManaging Director | Senior Portfolio Manager
48 more named people on record for One Capital, with roles, board committees and tenure — see the full roster →
One Capital competitors
A few of One Capital's closest competitors — see the full list of competitors and alternatives →
Oakmont Capital Management, LLC is a fee-only registered investment advisor that operates as a fiduciary to provide wealth management, institutional consulting, and outsourced chief investment officer (OCIO) services. The firm serves high-net-worth families, multi-generational family offices, and institutions such as endowments and foundations by designing and implementing customized investment strategies.
Osbon Capital Management is an independent investment manager and family office services firm based in Boston. It provides customized investment strategies, private market access, and wealth management services including tax optimization and estate planning for wealthy families and entrepreneurs.
Palisade Capital Management is an independent investment management firm that provides private wealth management and institutional investment services. The company serves individuals, families, family offices, and institutions by offering personalized asset allocation, comprehensive financial planning, and various equity and fixed-income investment strategies.
Oak Creek Capital, LLC, operating as Oak Creek Private Wealth, is a fiduciary wealth management firm providing financial solutions and advisory services. The company serves individuals, families, business owners, non-profits, and institutions.
Dimension Capital Management is an investment advisory firm that provides wealth management and customized global investment portfolios for U.S. and international investors. Since 1980, the company has connected clients with top-tier institutional money managers to help preserve wealth and meet financial goals.
Berkeley Capital Management provides independent investment management and financial planning services. The firm offers customized portfolios and objective financial advice tailored to individual client goals.
Get One Capital's news by email
Funding rounds, acquisitions, new executives, launches and expansions, each with a two-line summary and a link to the source. One short email a day, only when there is news.
Free: up to 5 companies, daily. Subscribers also follow whole sectors and saved filters (M&A in Israel, AI funding…), get instant alerts, in-app notifications and signed webhooks, and open the full profile behind every name. Subscribe →
Share this card
Post the link and the card appears automatically — each network fetches the image itself.
More on One Capital in Xcout Intel
- 54 named people with titles, LinkedIn and board committees
- The full competitor set, tracking, exports and API access