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INSTITUTIONS
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RETIREMENT PLAN INVESTOR
Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:
IF YOUR PLAN ID BEGINS WITH IRK, BRK, 754, 1 OR 2
Visit americanfunds.com/retire
IF YOUR PLAN ID BEGINS WITH 34 OR 135
- Senior Client Strategist, BNY Mellon Wealth Management
- Senior Vice President, City National Bank Private Client Services
- Vice President, U.S. Trust Company
- Vice President, Rockefeller Trust Company
- Board member, Point Foundation
- Member, Beverly Hills Estate Planning Council
- Volunteer, Children’s Hospital Los Angeles
- BA, Siena College
- New York State Bankers’ Association Trust School
- Certified Wealth Strategist®
Who I work with
I support a diverse group of clients, including executives, entrepreneurs and small business owners, with a special focus on the entertainment and beauty industries. I particularly enjoy working with people who want to actively participate in the financial planning process to create a better future for themselves, their families and the causes they support.
Why I’m at Capital Group Private Client Services
Capital Group gives me the flexibility to work closely with a select number of clients so that I can get to know them and their families well. I have access to tremendous resources to address my clients’ most complex needs. This allows me to be the best advisor I can be — and to provide the level of service my clients expect and deserve.
What informs my approach to serving clients
I’m in the confidence-building business. I take the seemingly complex process of financial planning and investment management and break it down into manageable parts to make it easy for my clients to comprehend regardless of their financial knowledge. My years of working on Wall Street gave me the foundation to accomplish this for my clients. I make sure they understand the decisions we’re making together and are comfortable asking questions and providing input along the way.
"I’ve been intentional about my career path and gained experience in many aspects of wealth management, from trust and estate planning to private banking. From the moment I started my role as a wealth advisor, I knew this was what I was meant to do. I have a relentless drive to take care of my clients."