Steven Hendrix is a Series 65-licensed advisor with Capital Group Private Client Services, Inc. in San Francisco. He has over 15 years of industry experience, including roles at Capital Group Companies and First Republic Bank. 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 grounded in fundamental research and typically allocates assets among separately managed accounts, mutual funds, and alternative strategies.

Bhavika Beniwal is a financial advisor at Capital Group Private Client Services, Inc. with three years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Capital Group Companies, Alliance Bernstein, and Anchin, Block & Anchin LLP. 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 offers portfolios through separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategy funds.

Jeffrey Rezza is a financial advisor at Capital Group Private Client Services, Inc. with 28 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 15 years. He 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 that combines separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategies.

Keith Brennan is a financial advisor with Capital Group Private Client Services, Inc. He holds Series 66 and Series 65 licenses and has 13 years of industry experience. Prior to joining Capital Group, he worked at Neuberger Berman BD LLC and First Manhattan Co. Capital Group Private Client Services provides discretionary investment management primarily for high-net-worth individuals and charitable organizations, utilizing a multi-manager investment approach that emphasizes fundamental research and a long-term horizon.

Nora Mc Cormack is a financial advisor at Capital Group Private Client Services, Inc. with 18 years of industry experience. She holds a Series 66 designation and has worked at firms including Franklin Templeton, USAA Investment Management Company, and Schroder Fund 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 fundamental research to manage portfolios through separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

Kevork Dulgeryan is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 66 designation and four years of industry experience. Prior to joining Capital Group, he worked at JPMorgan Chase Bank and practiced law at Dulgeryan Law PC. He also has experience with the California Community Foundation and Deloitte. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach centered on fundamental research and long-term investing.

Tara Rich is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 65 designation with five years of industry experience. Her prior roles include positions at Capital Bank & Trust Company and American University. 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 access to private-equity and alternative strategy funds.

Jeffrey Ruderman is a CFP® with 14 years of industry experience. He is currently with Capital Group Private Client Services, Inc. in Los Angeles, where he has worked since 2021. Prior to that, he spent 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, utilizing a multi-manager approach through separately managed account programs, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Richard Gutierrez is a CFP® certificant with five years of industry experience. He is currently with Capital Group Private Client Services, Inc. and has previously worked at BMO Harris Financial Advisors and U.S. Bancorp Investments. 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 a long-term investment horizon. The firm manages portfolios through separately managed accounts, mutual funds, ETFs, and offers access to private equity and alternative strategy funds.

Mark Flower is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds Series 63 and Series 65 designations and has 32 years of industry experience, including 19 years at Wells Fargo and more recently five years with Capital Group. 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 investing across separately managed accounts, mutual funds, ETFs, and alternative strategies.

Dean Catalano is a financial advisor at Capital Group Private Client Services, Inc. with 18 years of industry experience. He previously worked at Capital Bank & Trust Company and Wells Fargo Private Bank. Catalano holds a Series 66 designation and is based in Los Angeles, CA. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach called the “Capital System” that emphasizes fundamental research and long-term investing. The firm implements client portfolios through separately managed accounts, affiliated mutual funds, ETFs, and alternative investment vehicles.

Justin Morales is a CFP® professional with three years of industry experience, currently with Capital Group Private Client Services, Inc. in Los Angeles. Prior to joining Capital Group, he held positions at Union Bank and US Bank. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach and fundamental research to construct client portfolios across various investment vehicles.

Scott Sandler is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 65 designation and 11 years of industry experience. He has worked at Capital Group Private Client Services since 2021 and previously spent five years at Capital Bank and Trust Company. Based in Los Angeles, CA, Sandler focuses on serving high-net-worth clients. 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 strategy funds. The firm emphasizes fundamental research and long-term investment horizons in its portfolio management.

Robert Kelly is a CFA® charterholder with 19 years of industry experience. He currently works at Capital Group Private Client Services, Inc., where he has been since 2021, and previously 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, employing a multi-manager approach and emphasizing fundamental research and long-term investment horizons.

Alexander Hwang is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, holding a Series 65 designation with one year of industry experience. His prior experience includes a position at Ernst & Young and four years at UCLA. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach that combines separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Sandra Morelli is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses with 22 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 through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Jennifer Birdsey is a CFP® with 17 years of industry experience. She is currently with Capital Group Private Client Services, Inc., where she has worked since 2021. Prior to that, she spent 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, employing a multi-manager investment approach through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Glenn Geist is a financial advisor with Capital Group Private Client Services, Inc., holding Series 63 and Series 65 designations and bringing 15 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 mainly to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and a combination of separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

Eric Heer is a financial advisor at Capital Group Private Client Services, Inc. with 19 years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at Capital Bank and Trust Company for five years. Heer is based in Los Angeles, CA. 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 through separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategies.

Dante Noffal is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, holding a Series 65 credential with one year of industry experience. His prior work includes roles at California State University and employment in the food service industry. Capital Group Private Client Services primarily provides discretionary investment management to high-net-worth individuals and charitable organizations, utilizing a long-term, multi-manager investment approach known as the “Capital System.” The firm manages portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategies.