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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
- Portfolio Specialist, Capital Group | American Funds
- Senior Business Analyst, Capital Group
- Management training program, Capital Group
- Board Member, Executive Service Corps of Southern California
- Board Member Emeritus, The People Concern
- Board Member, Our House Grief Support Center
- BA, Williams College
- Certified Private Wealth Advisor® (CPWA®), Investments & Wealth Institute
- Chartered Financial Analyst (CFA), CFA Institute
Who I work with
My clients include high net worth individuals and their families, as well as charities, foundations and endowments. I also work with business owners, entrepreneurs and venture capitalists to design customized plans and guide them through complex financial decisions.
My path to Capital Group Private Client Services
I was recruited out of college to join Capital Group’s management training program. Over the years, I have held a variety of positions in strategy, market analytics, data science, portfolio construction and institutional consulting. In particular, my role as a consultant to large institutional clients gave me a firsthand look into the best practices of leading asset management firms and their top advisors. I put that knowledge to work in helping my current clients craft strategies for themselves and their families.
How I work with clients
I learn as much as I can about my clients ― their backgrounds, family stories and individual interests. These personal connections guide me in aligning my clients’ wealth with their aspirations. My ultimate goal is to be a trusted partner clients count on to be there for them.
"Having worked in so many parts of Capital Group, I know where to turn when clients have challenging questions or complex issues. I love to draw on my experience and range of contacts to address client needs."