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 with Capital Group Private Client Services, Inc. in New York, NY. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Capital Group, he worked at Evercore Partners, UBS Securities, and JPMorgan Chase & Co. 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 funds.

Kevin Dolan is a financial advisor with Capital Group Private Client Services, Inc., holding Series 66 and Series 63 licenses and bringing 30 years of industry experience. His career includes roles at Merrill and multiple affiliates of Capital Group, where he has worked continuously since 2015. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager investment approach that emphasizes fundamental research and a long-term horizon. The firm offers access to separately managed accounts, mutual funds, ETFs, and certain private-equity and alternative strategy funds.

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 13 years of industry experience, currently serving as a financial advisor at Capital Group Private Client Services, Inc. She previously worked at First Foundation Advisors for nine years and RBC Securities, Inc. for two years. 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 portfolio segmentation across various investment vehicles.

Shant Gourdikian is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA, holding Series 65 and Series 63 licenses. He has 25 years of industry experience, all with Capital Group. Capital Group Private Client Services 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.

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.

Austin Carey is a CFP® with six years of industry experience currently working at Capital Group Private Client Services, Inc. He previously held roles at Oxford Financial Group, J.P. Morgan Securities, Fidelity Brokerage Services, and Cadence Bank. Carey is based in Chicago, IL. 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.

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 with Capital Group Private Client Services, Inc. in Los Angeles, CA, holding Series 66 and Series 65 credentials and having 11 years of industry experience. Her prior roles include positions at Capital Bank & Trust Company, Dimensional Fund Advisors LP, and CRA Financial Services, L.L.C. 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 strategy funds.

Cameron Killeen is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He currently works at Capital Group Private Client Services, Inc. and has previous experience at City National Bank, Fidelity Investments, and Equitable Advisors. Outside of his advisory role, he is involved in managing short-term rental properties with a business partner. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager investment approach through separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategies.

Ronald Flores is a financial advisor at Capital Group Private Client Services, Inc. with two years of industry experience. He previously worked for Capital Group Companies for ten years. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach and fundamental research to manage client portfolios through separately managed accounts, affiliated funds, and alternative investment options.

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.