Featuring:
Shaun Tucker
Director of Practice Management
Brock Sutton
Head of Emerging Client Capabilities
Nate Angelo
Chief Executive Officer of Composition Wealth
1 hour CE credit for IWI*
What are your biggest questions about AI?
Bring your AI questions to this exclusive webinar for financial advisors. Get answers, tips and tools to help implement impactful AI strategies in your practice — today and in the future.
Featuring Capital Group AI specialist Brock Sutton along with Nate Angelo, the CEO of a thriving RIA using enterprise-wide AI, our panel is ready to provide answers you can use: From where to start and which tools to use, to integrating technologies across your team.
Event date:May 21, 2026
Shaun Tucker is a director of practice management at Capital Group, creating programs and tools to help intermediaries grow their businesses. He has 26 years of investment industry experience and has been with Capital Group for 25 years. Previously, Shaun led Capital’s sales enablement in North America, and has also held sales leadership roles as a national sales manager for the institutional business and as a division manager in the retirement plan business. Before Capital, Shaun served as a Surface Warfare Officer in the U.S. Navy. He holds a bachelor’s degree in environmental studies from the University of California, Los Angeles. Shaun is based in Los Angeles.
Brock Sutton is head of emerging client capabilities at Capital Group. He has 14 years of investment industry experience and has been with Capital Group for eight years. Prior to joining Capital, Brock worked as a product manager at Union Bank & Trust. Before that, he was a business analyst at Brookfield. He holds an MBA from UCLA Anderson School of Management and a bachelor's degree in biochemistry from Nebraska Wesleyan University. Brock is based in Los Angeles.
Nate Angelo is the Chief Executive Officer of Composition Wealth. Before being named CEO, Nate was the firm’s Head of Wealth Management. Prior to Composition Wealth, he held senior leadership roles at RBC Wealth Management. He was the Pacific Northwest Complex Director, serving as a Senior Managing Director, and grew Pacific Northwest revenues by over 60% through advisor recruiting, coaching, and expanded advisor support. Prior to that, Nate was Head of Practice Management and Wealth Consulting, overseeing the growth of RBC’s U.S. advisory, wealth planning, and liquidity capabilities. He received his MBA in business from SBGE, Seattle Pacific University, and his bachelor’s degree from Texas Christian University, Neeley School of Business.