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Samuel D

Series 65

Los Angeles, CA

Capital Group Private Client Services, Inc.

Samuel Dashiell is a financial advisor at Capital Group Private Client Services, Inc. with 14 years of industry experience. He holds a Series 65 designation and has worked at Capital Group Private Client Services 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, as well as corporate and pension clients. The firm uses a multi-manager approach and emphasizes fundamental research and long-term investing through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments
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Janna H

Series 65, Series 63

Los Angeles, CA

Capital Group Private Client Services, Inc.

Janna Hahn is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked within various divisions of Capital Group since 2015 and is also involved with didwejustflipthat LLC, an entrepreneurial venture she has maintained since 2022. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach known as the “Capital System” and utilizing a mix of separately managed accounts, mutual funds, ETFs, and alternative strategies.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments
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Glenn O

Series 65

Los Angeles, CA

Capital Group Private Client Services, Inc.

Glenn Odonnell is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 65 designation with 14 years of industry experience. His work history includes several roles within Capital Group and Capital Bank & Trust Company dating back to 2016. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a long-term, multi-manager investment approach known as the “Capital System.” The firm offers access to separately managed accounts, mutual funds, ETFs, and certain private-equity and alternative strategy funds.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments
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Tenny A

ChFC®

Los Angeles, CA

Capital Group Private Client Services, Inc.

Tenny Adourian is a ChFC® credentialed advisor with two years of experience at Capital Group Private Client Services, Inc. He previously worked at Northern Trust Company for nine years. 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 known as the "Capital System," allocating client assets across pooled funds and separately managed accounts with an emphasis on fundamental research and long-term investment horizons.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments
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James M

Series 63, Series 65

New York, NY

Capital Group Private Client Services, Inc.

James Mc Ateer is a financial advisor with Capital Group Private Client Services, Inc. in New York, NY, holding Series 63 and 65 licenses and two years of industry experience. He has been with Capital Group and its affiliates since 2015. Outside of his advisory role, he is a co-owner of FTG Rentals LLC, involved in real estate investments. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, implementing client portfolios through separately managed accounts, mutual funds, ETFs, and select alternative investments. The firm employs a multi-manager approach known as the “Capital System” and emphasizes fundamental research and long-term investment horizons.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments
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Jenna S

Series 65

Los Angeles, CA

Capital Group Private Client Services, Inc.

Jenna Scandalios is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, holding a Series 65 designation with six years of industry experience. She previously worked at Aristotle and Pathstone before joining Capital Group. 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 that combines separately managed accounts with mutual funds, ETFs, and alternative strategy funds.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments
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Intcher B

CFP®

Los Angeles, CA

Capital Group Private Client Services, Inc.

Intcher Bramlett is a CFP® professional at Capital Group Private Client Services, Inc. with two years of industry experience. Prior to joining Capital Group Private Client Services in 2024, Bramlett was affiliated with Capital Group Companies from 2015 to 2024 and operated as a self-employed advisor from 2016 to 2020. Outside of advising, Bramlett serves as trustee of the Intcher K Bramlett Living Trust, managing real estate investment properties. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach with separate account programs, mutual funds, ETFs, and access to private equity and alternative strategies.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Private / alternative investments
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