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中國香港特別行政區

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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

Visit myretirement.americanfunds.com

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CHICAGO
Glenn Geist
Senior Vice President, Private Wealth Advisor
EXPERIENCE
  • Managing Director and Institutional Equity Salesperson, JMP Securities
  • Senior Vice President and Head of Institutional Equity Sales, Jefferies & Company
  • Manager, Institutional Equity Sales, Chicago, Lehman Brothers
  • Head of Institutional Equity Sales, Prescott Ball & Turben
  • Active supporter, the Kids Golf Foundation and Blessings in a Backpack
EDUCATION
  • BBA, Cleveland State University

Who I work with 

I work with individuals and families, as well as endowments and foundations. Clients sometimes come to me with a degree of skepticism about the financial services industry or anxiety around their finances. I aim to connect on a personal level to make sure clients know I’m on their side at all times. I focus on establishing collaborative and trusting personal relationships and helping clients fully understand their finances and investments.

What informs my approach

I take inspiration from a quote often attributed to Theodore Roosevelt: “Nobody cares how much you know until they know how much you care.” I work very hard to demonstrate my personal commitment to clients and my genuine concern for them and their families.

Why I work at Capital Group Private Client Services

I spent many years in another part of the financial services industry, where I interacted with Capital Group from the outside. I was impressed by the way the firm manages money and makes decisions. Our talented people, extensive resources, global reach and client-focused incentive structure all contribute to what I feel is a distinctive culture that truly sets us apart. 

“Faith and family are tremendously important to me, and I treat my clients as an extension of my own family. I do whatever it takes to see clients through challenging times and to have them feel that I always look out for their interests.”

Glenn Geist