M1 Capital Management LLC

Robert Stapleton is a financial advisor with M1 Capital Management LLC in Bloomfield Hills, MI, holding a Series 65 credential and 14 years of industry experience. He has been with M1 Capital Management since 2011. Outside of his advisory role, he is a partner in several investment-related partnerships focused on real estate and real estate lending. M1 Capital Management provides discretionary portfolio management and financial and tax planning primarily for individual clients, including many high-net-worth individuals, as well as pension, profit-sharing, charitable, and business clients. The firm emphasizes tactical asset allocation through diversified ETFs and fixed-income strategies, managing approximately $406 million in client assets.

Paul Dunbar is a financial advisor with M1 Capital Management LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at M1 Capital Management since 2011 and was also affiliated with Purshe Kaplan Sterling from 2011 to 2021. Outside of his advisory role, he is a licensed real estate agent representing buyers and sellers of Northern Michigan lakefront properties. M1 Capital Management provides discretionary portfolio management and financial and tax planning for individual clients, including many high-net-worth individuals, as well as pension, profit-sharing, charitable, and business clients. The firm employs a tactical asset-allocation approach primarily through diversified ETFs and fixed-income instruments, tailoring portfolios based on client risk and objectives.

Douglas Cook is a financial advisor at M1 Capital Management LLC with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Charles Schwab and Schwab Bank. Outside of his advisory role, he is a principal real estate investor through CGT Enterprises. M1 Capital Management provides discretionary portfolio management and financial and tax planning services primarily for individual clients, including many high-net-worth individuals, as well as pension, profit-sharing, charitable, and business clients. The firm employs a tactical asset allocation approach using diversified ETFs and fixed-income instruments, tailoring portfolios based on clients’ risk and objectives.