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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
- Partner, Empirical Research Partners
- Partner, AllianceBernstein
- Principal, Sanford C. Bernstein & Co.
- Board chair, Link Education Partners
- Board member, Cahn Fellows Programs
- Volunteer mentor, ProVetus
- Volunteer lector, St. Patrick’s Cathedral
- Volunteer, Mobile Meals
- BS, West Chester University
Who I work with
My clients are entrepreneurs, business owners and corporate executives — many of them former financial professionals — who have achieved great success and built considerable wealth. They tend to share a commitment to helping others, which I greatly admire and strive to emulate. Whether they are nearing retirement, selling a business, focused on philanthropy or considering estate planning, I am able to guide my clients through complex financial situations.
Why I’m at Capital Group Private Client Services
When I started in the investment business more than three decades ago, Capital Group was my client. I realized early on that I wanted to join the firm if the chance ever arose. I work alongside colleagues who are some of the brightest investment minds I’ve encountered, yet still humble and dedicated to serving others.
What informs my approach to serving clients
My parents were hardworking people who sometimes stressed about our family’s financial security. I always start by asking my clients if anything causes them distress or preoccupies their thoughts. My job is to provide comfort, education and stability to a part of their lives that might occasionally feel overwhelming. I work hard to build trust and stress the importance of open communication.
“My clients share my belief that great wealth comes with a great responsibility to give back. It’s incredibly rewarding to work with them to understand how their values can translate into a deeply personal philanthropic approach.”