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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
- Executive Director, J.P. Morgan Private Bank
- President, mutual fund company formed by the American College of Surgeons
- Board member, the Arts Club of Chicago, arts education nonprofit Ingenuity and the University Club of Chicago Foundation
- Executive Committee, Professional Squash Association world championship tournament
- Supporter, U.S. Naval Academy Foundation, Latin School of Chicago and the Metropolitan Planning Council
- JD, DePaul University
- BA, University of Michigan
Who I work with
I work with clients who seek a capable and committed partner dedicated to excellence in wealth and investment management. My diverse background includes leading client acquisition and retention at J.P. Morgan Private Bank, as well as serving as President of a mutual fund company and as General Counsel of a public investment company. I bring all of this experience to bear in helping my clients.
My responsibility to my clients and my community
I take a collaborative approach with clients and am steadfast in doing what is in their best interest. This commitment to teamwork and doing what is right carries through to my civic involvement — I work with several local organizations to give back to our community.
Why I am at Capital Group Private Client Services
I was raised in a family business specializing in investment management, where the highest standards of excellence and ethics were delivered to clients. Working at Capital Group feels like coming home because the values we espouse here are the same values I was raised with.
“Every client is unique, and the common thread is that all of them rely on my character, competency and integrity to help them achieve their financial objectives.”