Sandra Morelli is a Senior Vice President, Private Wealth Advisor and Regional Director for Capital Group Private Client Services. She is also a Portfolio Specialist acting as a liaison between the portfolio managers and Private Wealth Advisors within the firm. Sandra works directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. She also helps nonprofit foundations and endowments to pursue their long-term financial objectives through effective planning and investment management.
She joined our organization in 2009 and was previously a senior vice president and senior portfolio manager with Bernstein Global Wealth Management. Prior to that, she was a principal and senior consultant at Mercer Investment Consulting. Sandra earned an MS in organic chemistry from the University of South Carolina and a BA in chemistry from Converse College.
She has nearly three decades of investment experience and is based in our Atlanta office.