Emily Lantz is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 65 designation with eight years at Capital Group and four years at Infinity Insurance, totaling 12 years of industry experience. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a long-term, multi-manager approach through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Rachel Melroy is a CFP® professional with 16 years of industry experience currently serving at Capital Group Private Client Services, Inc. in Los Angeles, CA. She previously worked for Capital Bank and Trust Company for five years before joining her 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 known as the “Capital System” that emphasizes fundamental research and long-term investment horizons. The firm offers access to separately managed accounts, mutual funds, ETFs, and certain private-equity and alternative strategy funds.

Neeraj Patel is a Series 65-credentialed financial advisor with 15 years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has worked since 2021, following five years at Capital Bank And Trust Company. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm uses a multi-manager approach called the “Capital System,” combining fundamental research and long-term portfolio segmentation across separately managed accounts, mutual funds, ETFs, and alternative investments.

Charles Boardman is a financial advisor at Capital Group Private Client Services, Inc. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior roles include positions at Evercore Partners, UBS Securities, and JPMorgan Chase & Co. Capital Group Private Client Services provides discretionary investment management to high-net-worth individuals, charitable organizations, corporations, and pension clients. The firm utilizes a multi-manager investment approach based on fundamental research and offers access to separately managed accounts, affiliated funds, and alternative strategy funds.

Kevin Dolan is a financial advisor with Capital Group Private Client Services, Inc., holding Series 66 and Series 63 designations and bringing 29 years of industry experience. He has worked extensively within Capital Group and its affiliates since 2015. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach that combines separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategies.

Mariella Caruso is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA. She holds a Series 65 license and has two years of industry experience. Prior to joining Capital Group, she worked at IEQ Capital, LLC and AdvicePeriod / Mariner Wealth Advisors. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that emphasizes fundamental research and long-term horizon investing. The firm implements portfolios through separately managed accounts, pooled investment vehicles, and also offers access to private-equity and alternative strategy funds.

Ralph Heckert is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Capital Group Private Client Services since 2021, following five years at Capital Bank and Trust Company. Outside of his advisory work, he is a financial investor with a 50% ownership stake in a safety shoe business. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager "Capital System" and a long-term investment approach focused on fundamental research. The firm offers access to separately managed accounts, affiliated funds, and alternative strategy funds, serving a range of clients including corporate and pension plans.

Joyce Lee is a CFP® professional with 12 years of industry experience. She has worked at Capital Group Private Client Services, Inc. since 2024 and previously spent nine years at First Foundation Advisors. 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 mix of separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Shant Gourdikian is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds Series 65 and Series 63 designations and has been in the industry for 1 year, although he has been with Capital Group since 2001. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach and access to a range of pooled investment vehicles, including mutual funds, ETFs, and private-equity funds.

Lynne Knox is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, holding a Series 66 designation and bringing 21 years of industry experience. She previously worked at Capital Bank and Trust Company for five years before joining her 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 emphasizes fundamental research and long-term investment horizons. The firm implements client portfolios through separately managed accounts, mutual funds, ETFs, and offers access to private equity and alternative strategy funds.

Michelle Jackson is a financial advisor at Capital Group Private Client Services, Inc. with 28 years of industry experience. She holds the CFP® designation and several securities licenses, including Series 63, 65, and 66. Her prior roles include positions at Morgan Stanley and Capital Bank & Trust Company. Capital Group Private Client Services primarily provides discretionary investment management to high-net-worth individuals and charitable organizations, using a multi-manager approach and a focus on fundamental research and long-term investing. The firm utilizes separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds in client portfolios.

Eileen Kane is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Capital Group Private Client Services, Inc. in Atlanta, GA. She previously worked at SunTrust Bank's advisory services before joining Capital Group, where she has been since 2018. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm uses a multi-manager approach called the “Capital System” and invests client assets through separately managed accounts, mutual funds, ETFs, and alternative funds.

Caroline Truchan is a financial advisor at Capital Group Private Client Services, Inc. with four years of industry experience. She holds the Series 66 designation and has prior work experience with Fidelity Investments, Assembly, and Amazon. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and fundamental research to manage client portfolios through separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

Zornitsa Santiago is a financial advisor at Capital Group Private Client Services, Inc. with 11 years of industry experience. She holds Series 65 and Series 66 designations and has worked at Capital Group Private Client Services since 2021 and at Capital Bank & Trust Company since 2015. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager investment approach called the "Capital System" that emphasizes fundamental research and long-term investment horizons. The firm uses separately managed accounts, mutual funds, ETFs, and alternative strategies to implement client portfolios.

Cameron Killeen is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with Capital Group Private Client Services, Inc. and has prior experience at City National Bank and Fidelity Investments. Outside of advising, he is involved in co-owning and managing short-term rental properties. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and fundamental research to implement portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Ronald Flores is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Capital Group Companies and its affiliate since 2014. 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, ETFs, and alternative strategies.

Nicole Hultin is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 65 designation and 15 years of industry experience. She has been with Capital Group since 2011. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using 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 access to private-equity and alternative funds.

Alan Swerdloff is a financial advisor with Capital Group Private Client Services, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include five years at Capital Bank And Trust Company and several years with Capital Group Private Client Services. 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, ETFs, and private-equity funds.

Sung Lee is a financial advisor at Capital Group Private Client Services, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at Capital Group Private Client Services since 2021, following six years at Capital Bank and Trust Company. Based in Los Angeles, CA, he provides investment management services primarily to high-net-worth individuals and charitable organizations. Capital Group Private Client Services offers discretionary investment management through separately managed accounts, mutual funds, ETFs, and private-equity and alternative strategy funds. The firm serves high-net-worth clients, charities, corporations, and pension plans, employing a multi-manager approach focused on fundamental research and long-term investing.

Sunita Patel is a CFP® professional with 15 years of industry experience. She is currently with Capital Group Private Client Services, Inc., where she has worked since 2025. Prior to this, she spent 11 years at Wellington Management Advisers, Inc. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach and emphasizing fundamental research and long-term portfolio management.