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INSTITUTIONS
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RETIREMENT PLAN INVESTOR
Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:
IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2
Visit americanfunds.com/retire
IF YOUR PLAN ID BEGINS WITH 34 OR 135
- Managing Director, Bernstein Global Wealth Management
- Managing Director, Sunrise Securities Corporation
- JD, Fordham Law School
- BA, Colgate University
Who I work with
Our clients are highly intelligent, sophisticated and accomplished in their chosen professions, and they want a trusted partner with similar knowledge, commitment and experience in wealth management.
What change I want to create for clients
I had the privilege of advising clients for some time before becoming the Northeast Regional Director overseeing our New York office, and I bring a client-centric, consultative mindset to my role. I want our clients to feel as if a burden has been lifted when they hire us. Our entire team strives to provide clients with simplicity, reliability and security so they can enjoy their wealth rather than be concerned about it.
Why I work at Capital Group Private Client Services
I choose to work here for the same reasons our clients have told me they’ve chosen to work with us: trustworthy and talented people, an uncompromising focus on client needs and outstanding wealth management resources. These include rigorous research, customizable planning tools and impeccable service. I believe these factors are critical to helping us maximize favorable outcomes for clients.
“One’s choice of advisor always matters, but never more so than in truly difficult moments. That’s when clients know they can trust us and our advice. That trust, and the confidence it brings, are essential to clients making prudent choices at the most critical times.”