Gregory Singer is a financial advisor with Capital Group Private Client Services, Inc. in Colorado Springs, CO, holding a Series 65 credential and six years of industry experience. Prior to joining Capital Group, he worked at Capital Bank & Trust Company for nine years. Outside of his advisory role, he is the sole member of Sunflower Realty LLC, managing a single-family rental property. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach that emphasizes fundamental research and long-term investment horizons. The firm implements client portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Jessica German is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 65 credential and 15 years of industry experience. She previously worked for Financial Advisory Network / MML Investors Service, LLC from 2008 to 2024. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach known as the “Capital System” that segments portfolios among different portfolio managers. The firm employs fundamental research and a long-term investment horizon, implementing client portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Justin Brennan is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, with 10 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Capital Group Private Client Services in 2021, he worked at Capital Bank and Trust Company from 2016 to 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach called the “Capital System” that emphasizes fundamental research and long-term investing. The firm offers access to separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Catherine Layton is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 65 designation. She joined the firm in 2024 and has prior experience at Litman Gregory Asset Management, LLC, where she worked for 15 years. Before joining Capital Group, she was involved with the Schurig Center for Brain Injury Recovery. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach based on fundamental research and a long-term investment horizon. The firm offers a range of investment vehicles, including separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Jason Lersch is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA. He previously worked at Capital Bank and Trust Company for five years before joining his current firm in 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that combines separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Javier Escamilla is a CFA® charterholder with six years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has been since 2021. Prior to this, he worked at Capital Bank & Trust Company and Capital Group Companies. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

Sean Rourke is a financial advisor with Capital Group Private Client Services, Inc., holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Bank of New York Mellon Corp. and City National Bank. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Massimo Bufalini is a financial advisor with Capital Group Private Client Services, Inc. in New York, NY. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior work includes roles at Bank of America Merrill Lynch, Outset Global Trading Limited, and CitiGroup Global Markets Inc. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and a long-term investment horizon through separately managed accounts, mutual funds, ETFs, and alternative strategies.

Lucas Trammell is a financial advisor at Capital Group Private Client Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Capital Group and its related entities since 2006. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Emilija Gaubaite is a financial advisor with Capital Group Private Client Services, Inc. in New York, NY. She holds a Series 65 designation and has seven years of industry experience. Prior to joining Capital Group, she worked at Family Management Corporation and Fiduciary Trust Company International. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm utilizes a multi-manager approach called the “Capital System,” emphasizing fundamental research and a long-term horizon across separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

David Ferry is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He previously worked at Capital Bank and Trust Company for five years before joining his current firm in 2019. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager investment approach based on fundamental research and offers access to various separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Joseph Lumarda is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 65 credential with 17 years of industry experience. He previously worked at Capital Bank and Trust Company for five years before joining his current firm in 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and a range of investment vehicles including separately managed accounts, mutual funds, and alternative strategy funds.

Sarah Rodriguez is a financial advisor at Capital Group Private Client Services, Inc. She holds Series 65 and Series 63 licenses and has three years of industry experience. Her prior work includes roles at Airbnb and Restoring Opportunity Investments LLC. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and a range of investment vehicles including separately managed accounts, mutual funds, and private-equity funds.

Jennifer Cook is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Capital Bank & Trust Company and New Market Wealth Management. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach with separately managed accounts, affiliated funds, and access to alternative strategy funds.

Alexandra Holcomb is a financial advisor at Capital Group Private Client Services, Inc. with one year of industry experience. She holds a Series 65 designation and has been with the Capital Group organization since 2013, including thirteen years at Capital Group Private Client Services, Inc. prior to her current role. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager approach based on fundamental research and a long-term investment horizon, utilizing separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Elizabeth Denning is a CFP® professional with four years of industry experience. She has worked at Capital Group Private Client Services, Inc. since 2022 and was previously with Capital Group from 2007 to 2022. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and offering access to separately managed accounts, mutual funds, ETFs, and alternative investments.

James Evans is a financial advisor at Capital Group Private Client Services, Inc. in San Francisco, CA, holding Series 65 and Series 66 licenses with four years of industry experience. His prior work includes roles at Amazon, Apeel Sciences, and the University of Texas, as well as leadership experience with True Gentlemen's Jerky, Inc. from 2015 to 2020. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Amy Foo is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 66 credential and 17 years of industry experience. She has previously worked at MUFG - UnionBanc and U.S. Bank. Capital Group Private Client Services primarily serves high-net-worth individuals and charitable organizations, employing a multi-manager investment approach based on fundamental research and long-term portfolio segmentation. The firm utilizes separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategies.

Michael Laubenstein is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has worked since 2026. Prior to this, he spent 17 years at First Republic Securities Co./First Republic Trust Co. and three years at Northern Trust Securities, Inc./Northern Trust Bank in various advisory roles. Capital Group Private Client Services primarily provides discretionary investment management to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach called the “Capital System” along with separately managed account programs, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Michael Chen is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, with six years of industry experience. His prior roles include positions at First Foundation Advisors, RVW Wealth, and Suntrust Advisory Services. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach known as the “Capital System” and emphasizing fundamental research and a long-term investment horizon.