About
Grace Cappellini joined THOR in July of 2020 as a Financial Planning Intern. In May of 2022, she transitioned to full-time Associate Wealth Advisor and earned her CFP® designation in August of 2024. 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 help people with their finances. At THOR, Grace is involved in several aspects of the company. Her main focus is to develop comprehensive financial plans for clients. In addition to her financial planning duties, she is responsible for THOR’s internship program and is on the Technology Committee, Client Experience Committee, and the THOR Fun Committee.
Grace moved to Cincinnati from Sylvania, Ohio, a small town 20 minutes west of Toledo. She and her older brother, Owen, grew up playing several sports and staying active in the community. Outside of work, Grace likes to work out at OrangeTheory, ride her bike, travel, and play pickleball as much as possible! She also enjoys watching Cincinnati football and is excited to cheer 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
Photos
