- Chartered Financial Analyst® designation
- Regional President, Mellon Private Wealth Management
- Principal and Managing Director, Sanford C. Bernstein & Co.
- Consultant and General Manager at a valuation consulting firm
- Advisory boards, Boy Scouts of America Western Los Angeles County Council and Los Angeles Regional Food Bank
- Member, Young Presidents Organization (YPO)
- MBA, University of Chicago
- BS, Wharton School, University of Pennsylvania
How I support our clients
As the Southwest Regional Director managing our Los Angeles offices, I oversee a team of Private Wealth Advisors throughout Southern California. I know how important a trusted financial guide can be because I was an advisor for many years and continue to work with some of my longtime clients. Even after I match clients with their own Private Wealth Advisors, I see myself as a member of their “personal board of directors,” providing counsel and perspective as part of the broad support we offer.
What sets my approach apart
I believe that being open and sharing my own life experiences is a key to building meaningful connections and making clients feel comfortable in discussing their own hopes, fears and concerns. That authenticity defines my approach and is very much aligned with our company culture.
Why I work at Capital Group Private Client Services
Our firm walks the talk in terms of putting clients first. We are committed to doing what’s right for clients, and we affirm that every day in our approach and our priorities. Capital Group is known for its honesty and integrity, and we take great pride in that.
“My family owned a business that was passed down over generations, so I have an intimate understanding of the business and wealth transfer issues facing many of our clients. It’s rewarding to draw on that experience to guide clients through complex issues as they plan for the future.”