advisory board Objective perspectives from industry leaders

RIA Advisory Board

Top minds in the industry, here for you.

 

Tap into objective perspectives from leading business practitioners and industry partners who contribute to our Advisory Board.

Arthur Ambarik

CFP®

Chief Executive Officer of Perigon Wealth Management

Capital Group

Eddy Augsten

CAIA, CIMA®

Head of Investments, Concurrent

Capital Group

Stuart Berkley

CFA®

Senior Vice President and Portfolio Manager, Midwest Advisors

Capital Group

Lisa Crafford

Managing Director, Head of Advisory, Constellation Wealth Capital

Capital Group

Nick DeCenso

CFP®

Senior Director of Wealth Management Solutions, CAPTRUST

Capital Group

David DeVoe

Founder and CEO, DeVoe & Company

Capital Group

Heather Robertson Fortner

MS, IACCP®

Chair and Chief Investment Officer, SignatureFD

Capital Group

Jason Gordo

President and Co-Founder, Modern Wealth Management

Capital Group

Cliff Hodge

CFA®

Chief Investment Officer and Partner at Cornerstone Wealth Group

Capital Group

Brian Leitner

CFP®, ChFC®

Managing Director of Wealth Solutions, Mariner Wealth Advisors

Capital Group

Nelly Mubashi

CRPS®

Chief Executive Officer, Chief Compliance Officer, Northwest Asset Management

Capital Group

Joe O'Boyle

CFP®

Founder and Principal at O'Boyle Wealth Management

Capital Group

Capital Group Board Members

Jeff Malbasa

Board Director

Division Manager, Capital Group

Eric Grey

Board Chairman

Head of Financial Conglomerate and RIA Distribution, Capital Group

Antonio Bass

Senior RIA Enterprise Growth Manager, Capital Group

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