Who I work with

My clients are creative, successful and focused on making a difference in the world, both professionally and personally. They are typically business founders and investors based in Silicon Valley who view their lives through a global lens. As their careers evolve and their financial needs expand, they require sophisticated and thoughtful planning that captures their personal, family and philanthropic goals.  

Why I’m at Capital Group Private Client Services

Capital Group’s culture is built on empowerment. That means giving advisors the autonomy to be forward-thinking and to structure our practices to reflect who we are as people and to best serve the needs of our clients. I am proud to work at a well-resourced, ethical and intentional organization.

What informs my approach to serving clients

I grew up in the U.K. and have an engineering degree from Cambridge University. Much of my experience is in working with multifamily offices with complex financial needs. My background gives me a global perspective joined with a deep understanding of how to structure portfolios for maximum impact. I try to provide my clients with clarity around how their resources can lead to fulfilling lives and positively impact the causes that matter to them.