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Grace Cappellini

Associate Wealth Advisor

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About

Grace Cappellini joined THOR in July of 2020 as a Financial Planning Intern. In May 2022, she transitioned to full-time Associate Wealth Advisor. While interning at THOR, she studied at the University of Cincinnati, obtaining her bachelor's degree in Finance with a concentration in Financial Planning and a minor in Business Analytics. Her interest in financial planning started while working as a teller at a credit union while in college. She found a desire to want to help people with their finances. At THOR, Grace focuses on creating comprehensive financial plans for clients and is also a part of the Technology and Niche committees.

Grace came to Cincinnati from Sylvania, Ohio, a small town 20 minutes west of Toledo. She moved to Sylvania from California when she was two years old. Grace and her older brother, Owen, grew up playing several sports and staying active in the community. The Cappellini's are still active community members in Sylvania, as her father, Tom, owns a small business and her mom, Katie, served as a city councilwoman for over a decade.

In her free time, Grace likes to stay active in any way she can. So far, Grace has completed seven triathlons (with plans to do more). She is also a big fan of Orangetheory and hot yoga classes. Grace enjoys watching Cincinnati football and is excited to be cheering on the Bearcats in future seasons.

Relevant Work Experience

  • Glass City Federal Credit Union

Education

  • University of Cincinnati - BBA in Finance (Concentration: Financial Planning), Business Analytics Minor