Jessica German is a financial advisor at Capital Group Private Client Services, Inc. in New York, NY, holding a Series 65 designation with 15 years of industry experience. She previously worked at Financial Advisory Network / MML Investors Service, LLC for 16 years before joining Capital Group in 2024. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships at or above a $5 million managed-relationship threshold. The firm employs a multi-manager investment approach known as the “Capital System” and emphasizes fundamental research and a long-term time horizon.

Massimo Bufalini is a financial advisor with Capital Group Private Client Services, Inc. in New York, NY, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Bank of America Merrill Lynch, Outset Global Trading Limited, and CitiGroup Global Markets Inc. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with at least $5 million in assets. The firm employs a fundamental research-driven, long-term investment approach through a multi-manager system and commonly utilizes affiliated pooled funds and separately managed account programs.

Emilija Gaubaite is a financial advisor at Capital Group Private Client Services, Inc. in New York, NY, holding a Series 65 designation and has been with the firm since 2019. Her prior experience includes roles at Family Management Corporation and Fiduciary Trust Company International. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, focusing on relationships with a managed-relationship threshold of $5 million or more. The firm’s investment approach emphasizes fundamental research, a long-term horizon, and a multi-manager system that allocates portfolio segments to individual managers and analysts.

Jaimie Miller is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at Capital Group Private Client Services, Inc. in New York, NY, with eight years of industry experience. Prior to joining Capital Group in 2025, Miller worked at Citi Private Alts., LLC and Citigroup Global Markets Inc. from 2016 to 2025. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with a managed-assets threshold of $5 million or more. The firm’s investment approach emphasizes fundamental research, a long-term time horizon, and a multi-manager system that allocates portfolio segments to individual managers and analysts.

Kristen Hill is a financial advisor at Capital Group Private Client Services, Inc. with 23 years of industry experience. She previously worked at Bank of America/Merrill Lynch, Pierce, Fenner & Smith Inc. from 2002 to 2025. Hill holds Series 63 and Series 65 credentials and is based in New York, NY. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with at least $5 million in managed assets. The firm employs a multi-manager investment approach emphasizing fundamental research and long-term horizons, often implementing client portfolios through affiliated pooled funds and separately managed account programs.

Nikita Mutalik is a financial advisor at Capital Group Private Client Services, Inc. with three years of industry experience. He holds a Series 65 designation and has previously worked at BBR Partners, LLC and Capital Group Companies. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with a minimum of $5 million in assets. The firm employs a multi-manager approach known as the “Capital System,” emphasizing fundamental research and a long-term investment horizon.

Maria Ferreras is a financial advisor with Capital Group Private Client Services, Inc. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Capital Group in 2025, she worked at JPMorgan Chase & Co. for eight years. Capital Group Private Client Services provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with a $5 million managed-relationship threshold or higher. The firm employs a multi-manager investment approach with an emphasis on fundamental research and long-term horizons.

Charles Boardman is a financial advisor with Capital Group Private Client Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at Evercore Partners, UBS Securities, and JPMorgan Chase & Co. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with a minimum of $5 million in assets. The firm employs a multi-manager investment process emphasizing fundamental research and a long-term horizon, often implementing client portfolios through affiliated pooled funds and separately managed accounts.

Caroline Truchan is a financial advisor at Capital Group Private Client Services, Inc. with three years of industry experience. She holds the Series 66 designation and previously worked at Fidelity Investments and Assembly. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, using a long-term fundamental research approach and multiple portfolio managers through separately managed accounts and pooled funds.

Bhavika Beniwal is a financial advisor at Capital Group Private Client Services, Inc. with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Capital Group Companies since 2018, including a previous role at Alliance Bernstein and nearly a decade at Anchin, Block & Anchin LLP. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with at least $5 million in managed assets. The firm employs a fundamental research-based, long-term investment approach through a multi-manager system, often allocating client portfolios to affiliated pooled funds and separately managed accounts.

Keith Brennan is a financial advisor at Capital Group Private Client Services, Inc. with 12 years of industry experience. He holds the Series 65 and Series 66 designations. His prior roles include positions at Neuberger Berman BD LLC and First Manhattan Co. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations. The firm employs a long-term fundamental research approach and the Capital System of multiple portfolio managers to deliver customized portfolios through separately managed accounts and pooled funds.

Marco Sementilli is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He is currently with Capital Group Private Client Services, Inc. and has previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc./Bank of America NA, JPMorgan Chase & Co./JP Morgan Securities, LLC, and City National/CNR Securities, LLC. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships at or above a $5 million managed-relationship threshold. The firm employs a fundamental research-driven investment process with a long-term horizon and a multi-manager approach known as the “Capital System.”

Siobhan Morse is a financial advisor at Capital Group Private Client Services, Inc. with three years of industry experience. She holds a Series 66 designation and previously worked at FMR, LLC / Fidelity Brokerage Services, LLC. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with at least $5 million in assets. The firm employs a multi-manager investment approach emphasizing fundamental research and long-term horizons, often implementing portfolios through affiliated pooled funds and separately managed account programs.

Julia Milbury is a financial advisor at Capital Group Private Client Services, Inc. She holds a Series 65 credential and has been with Capital Group since 2018. Her prior experience includes roles at Alliance Bernstein, VeraCore Software Solutions, E&R Laundry, and Trinity College. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, focusing on relationships with a managed-relationship threshold of $5 million or more. The firm employs a fundamental research-driven, long-term investment approach using a multi-manager system and commonly implements client portfolios through affiliated pooled funds and separately managed accounts.

James Mc Ateer is a financial advisor at Capital Group Private Client Services, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Group and its affiliated entities since 2015. Outside of his advisory role, he is a co-owner of FTG Rentals LLC, a real estate investment business. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with at least $5 million in assets. The firm employs a fundamental research-driven, long-term investment approach and utilizes a multi-manager system that allocates portfolio segments to individual managers and analysts.