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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, 754, 1 OR 2
Visit americanfunds.com/retire
IF YOUR PLAN ID BEGINS WITH 34 OR 135
- Executive Director, J.P. Morgan
- Solutions & Financing Group, UBS
- Client Advisor, UBS
- Group Management, Lloyds TBS
- Board, Cambridge in America
- MEng degree, Systems and Control, Mechanical Engineering, University of Cambridge
Who I work with
My clients are creative, successful and focused on making a difference in the world, both professionally and personally. They are typically business founders and investors based in Silicon Valley who view their lives through a global lens. As their careers evolve and their financial needs expand, they require sophisticated and thoughtful planning that captures their personal, family and philanthropic goals.
Why I’m at Capital Group Private Client Services
Capital Group’s culture is built on empowerment. That means giving advisors the autonomy to be forward-thinking and to structure our practices to reflect who we are as people and to best serve the needs of our clients. I am proud to work at a well-resourced, ethical and intentional organization.
What informs my approach to serving clients
I grew up in the U.K. and have an engineering degree from Cambridge University. Much of my experience is in working with multifamily offices with complex financial needs. My background gives me a global perspective joined with a deep understanding of how to structure portfolios for maximum impact. I try to provide my clients with clarity around how their resources can lead to fulfilling lives and positively impact the causes that matter to them.
“I have professors as parents and a background in engineering, and learning has brought me joy and opportunity. Education is at the heart of what I do, and my goal is to help clients widen their aperture of what it means to live life to the fullest.”