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Nicole H
Series 65
Chicago, IL
Capital Group Private Client Services, Inc.
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.
Jeffrey R
Series 65, Series 63
Chicago, IL
Capital Group Private Client Services, Inc.
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.
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