Who I work with

I work with clients who seek a capable and committed partner dedicated to excellence in wealth and investment management. My diverse background includes leading client acquisition and retention at J.P. Morgan Private Bank, as well as serving as President of a mutual fund company and as General Counsel of a public investment company. I bring all of this experience to bear in helping my clients.

My responsibility to my clients and my community

I take a collaborative approach with clients and am steadfast in doing what is in their best interest. This commitment to teamwork and doing what is right carries through to my civic involvement — I work with several local organizations to give back to our community.

Why I am at Capital Group Private Client Services

I was raised in a family business specializing in investment management, where the highest standards of excellence and ethics were delivered to clients. Working at Capital Group feels like coming home because the values we espouse here are the same values I was raised with.