A portfolio manager and a wealth specialist help investors prepare for the new year, with moves to consider now and insights into what’s ahead.
Date recorded: Thursday, November 18, 2021
Leslie Geller is a senior wealth strategist at Capital Group. She has 17 years of industry experience and has been with Capital Group since 2019. Prior to joining Capital Group, Leslie was a partner at Elkins Kalt Weintraub Reuben Gartside LLP. She received an LLM in taxation from New York University School of Law, a juris doctor from Boston College Law School and a bachelor’s degree from Washington and Lee University. Leslie is based in Los Angeles.
Alan Berro is an equity portfolio manager with 38 years of investment experience (as of 12/31/2023) and has been with Capital Group for 33 years. He holds an MBA from Harvard and a bachelor’s degree in economics from the University of California, Los Angeles. He also holds the certified public accountant and Chartered Financial Analyst® designations and is a member of the Los Angeles Society of Financial Analysts.