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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, 1 OR 2
Visit americanfunds.com/retire
IF YOUR PLAN ID BEGINS WITH 34 OR 135
- 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
- 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.”