Senior Vice President
Edward Shim is a Senior Vice President and Investment Counselor for Capital Group Private Client Services. Ed works directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. He also helps nonprofit foundations and endowments to pursue their long-term financial objectives through effective planning and investment management.
Prior to joining our organization in 2015, Ed spent more than seven years with J.P. Morgan Private Bank, most recently as a Vice President in the Los Angeles and Singapore offices. He started his financial career in Morgan Stanley’s Global Wealth Management business in 1996 as a financial advisor in Southern California, where he spent more than 11 years.
He attended the University of Chicago and Atlantic Union College, from which he earned a BS in Biochemistry. He also holds an MBA from the University of Virginia’s Darden Graduate School of Business Administration. He is a board member of the Los Angeles Fire Department Foundation.
Ed is based in our Los Angeles office.