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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
- Principal, AllianceBernstein
- Analyst, Deloitte & Touche
- Board member, Council for Unity
- Member, Society of Trust and Estate Practitioners (STEP)
- Member, the Estate Planning Council of New York City
- Certified Financial Planner®
- BS, Lehigh University
Who I work with
My clients value experienced advice and dedicated service. Whether they are corporate executives, endowments, foundations or families, they are high achieving, goals based and believe that anything is possible with hard work and determination. They’re financially savvy — many have retired from careers in finance or investment banking — and they value straightforward advice from someone they can trust with all aspects of their financial lives.
Why I’m at Capital Group Private Client Services
I’ve worked in the financial services industry for more than two decades, and I admired Capital Group long before I joined the company. Capital Group has a decades-long investment pedigree. For more than 90 years, we have never wavered from our commitment to serving clients with integrity and respect. I am extremely proud to work here.
What informs my approach to serving clients
My mother was a schoolteacher. She taught me the importance of education and empathizing with others. Today, I apply that same empathy to those I serve. My clients are in different phases of their lives, and their wealth serves different purposes based on their goals and priorities. Understanding that there is never a one-size solution for anyone is key to delivering well-conceived advice.
“Trust is everything. The most rewarding part of what I do comes from the deep, long-lasting relationships I’ve forged. My clients are extensions of my family. Experiencing milestones in their lives adds up to a very rewarding journey that I travel on with them.”