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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
- Principal, Sanford C. Bernstein & Co.
- Senior Associate, Coopers & Lybrand
- Certified Financial Planner (CFP®) designation
- Board, New Jersey Council for Economic Education
- Board, the Summit Area YMCA
- MBA, Finance, the Wharton School, University of Pennsylvania
- BS, Industrial Engineering, Lehigh University
Who I work with
My clients are optimistic people who are passionate about living their best lives. They are often going through a transition in their personal or financial lives and are uncertain about what comes next. They need someone to provide guidance and seasoned financial counsel as they embark on the future.
Why I’m at Capital Group Private Client Services
Earlier in my career, Capital Group was a key client of mine. I developed a deep admiration for how Capital Group is guided by the highest professional integrity and laser-focused on doing what’s right for clients. Our experienced wealth planning specialists and global scale provide the resources I need to assist clients with any issues they face.
What informs my approach to serving clients
As a kid, I collected coins. My dad and I spent hours assessing what made certain items more valuable than others. Myriad factors determine the worth of an asset. People may have widely divergent conclusions about values. These concepts inform how I work with my clients today. No two people have identical views of the world or about the precise relationship between risk and reward. My job is to help clients uncover what’s most valuable to them.
“While I take the financial responsibility of stewarding client assets very seriously, the emotional side of having wealth can be equally important. I assist with both aspects to help my clients get the most out of life.”