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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
- Institutional equities sales, Barclays, Sterne Agee and RBC Capital Markets
- Management roles at technology startups TenFold Corporation and The Climate Corp
- Active supporter of Concussion Legacy Foundation and Jewish Vocational Services
- AB (cum laude), Harvard University
Who I work with
I work with a lot of business owners who’ve undergone, or are planning for, a liquidity event that will have a major impact on their personal finances. I have extensive experience helping them navigate that process. I also work with many senior-level engineers and business leaders who are savvy about investing but need a partner who can provide added depth and professionalism in managing their investments.
What I’m most passionate about in my role
A lot of my clients are multi-generational families concerned about how their wealth will be managed and passed to future generations. I am there to ask the right questions and give them actionable advice, delivered with compassion and a deep understanding of their personal circumstances. I love helping to ensure a family’s financial wellbeing for the long term.
Why I work at Capital Group Private Client Services
I worked in capital markets for a long time before becoming a wealth advisor and got an outside-in view of Capital Group. The folks I interacted with were confident, intellectually curious and incredibly bright. I aspired to be part of this great firm and I now feel confident that I am backed by the best possible team to help me meet my clients’ needs.
“I am in the business of helping people invest their assets in a way that lets their wealth work for them. My clients appreciate my steady, straightforward, results-driven approach that gives them confidence about the future of their family’s wealth for generations to come."