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NEW YORK
Alan Swerdloff
Senior Vice President, Private Wealth Advisor
212.649.1575
LinkedIn Profile
EXPERIENCE
  • Managing Director, Bernstein Global Wealth Management
  • Managing Director, Sunrise Securities Corporation
EDUCATION
  • JD, Fordham Law School
  • BA, Colgate University

Who I work with

Our clients are highly intelligent, sophisticated and accomplished in their chosen professions, and they want a trusted partner with similar knowledge, commitment and experience in wealth management.

What change I want to create for clients

I bring a client-centric, consultative mindset to my role. I want our clients to feel as if a burden has been lifted when they hire us. We strive to provide clients with simplicity, reliability and security so they can enjoy their wealth rather than be concerned about it.

Why I work at Capital Group Private Client Services

I choose to work here for the same reasons our clients have told me they’ve chosen to work with us: trustworthy and talented people, an uncompromising focus on client needs and outstanding wealth management resources. These include rigorous research, customizable planning tools and impeccable service. I believe these factors are critical to helping us maximize favorable outcomes for clients.

“One’s choice of advisor always matters, but never more so than in truly difficult moments. That’s when clients know they can trust us and our advice. That trust, and the confidence it brings, are essential to clients making prudent choices at the most critical times.”

Alan Swerdloff
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Capital Group Private Client Services does not provide legal or tax advice. For estate planning or taxation matters, investors should consult with a legal and/or tax advisor regarding their individual circumstances.

 

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation. The thoughts expressed herein are based upon sources believed to be reliable and are subject to change at any time. There is no guarantee that any projection, forecast or opinion will be realized. Past results are no guarantee of future results. The information provided herein is for informational purposes only and does not take into account your particular investment objectives, financial situation or needs. You should discuss your individual circumstances with a Private Wealth Advisor. Any reproduction, modification, distribution, transmission or republication of the content, in part or in full, is prohibited.

 

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