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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
- Chair, Capital Group Private Client Services Portfolio Strategy Committee
- Senior Vice President and Senior Portfolio Manager, Bernstein Global Wealth Management
- Principal and Senior Consultant, Mercer Investment Consulting
- MS, University of South Carolina
- BA, Converse College
My primary focus
As the Southeast Regional Director, I connect new clients with advisors who have the background and experience to help them pursue their goals. Our clients are accomplished people who are passionate about what they want to achieve — whether that’s supporting a charity or providing for future generations. My goal is to engage the vast resources of our firm to help each client chart a clear and attainable path that aligns with their objectives.
Why I’m at Capital Group Private Client Services
We put enormous effort and resources into analyzing investments and designing portfolios. Clients tell me they appreciate the time we take to understand them and tailor portfolios to their needs. And I believe strongly in the culture of Capital Group, which encourages a variety of perspectives that I feel leads to rich insights and quality decision-making.
What I find most rewarding about my job
I am able to work with fascinating clients and a team of extremely dedicated and talented advisors. As chair of the Private Client Services Portfolio Strategy Committee, I collaborate with our investment professionals to structure portfolios designed to manage risk and meet client objectives. I can’t imagine a more fulfilling role or doing it anywhere other than Capital Group.
“One of the things I most enjoy about my job is the opportunity to combine my quantitative, analytical and research training with my strong desire to help people solve problems. I consider it a true privilege to play a part in helping people shape their financial futures.”