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Who I work with
My work focuses on serving consultants, family offices and their advisors, and as an intermediary between clients and their global private banks. A commonality among many clients is that they’ve experienced great change in their lives or organizations and recognize the need for a knowledgeable guide who can help manage their financial lives. I’m a former investment banker, and my clients appreciate that I have an affinity with complex financial issues while remaining steadfast to their values and principles.
Why I’m at Capital Group Private Client Services
I started a business early in my career, which helps me understand many of the issues facing clients. Capital Group’s true soul is its openness to learning and to considering different points of view. I believe the intellectual capital at Capital Group is exceptional. Our culture encourages teamwork and a sincere desire to do what’s best for clients.
What informs my approach to serving clients
Success starts with relationships. I am a friend, fiduciary and confidant to my clients. It’s very important to me that I understand my clients’ hopes, fears and goals so that I can work closely with them to lay out a path to their financial future.
“Capital Group never wavers from its core belief in integrity and respect. It is a privilege to be part of an organization with a deeply held value system.”