Jessica German is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 65 credential and 15 years of industry experience. She previously worked for Financial Advisory Network / MML Investors Service, LLC from 2008 to 2024. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach known as the “Capital System” that segments portfolios among different portfolio managers. The firm employs fundamental research and a long-term investment horizon, implementing client portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Massimo Bufalini 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 25 years of industry experience. His prior work includes roles at Bank of America Merrill Lynch, Outset Global Trading Limited, and CitiGroup Global Markets Inc. 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 long-term investment horizon through separately managed accounts, mutual funds, ETFs, and alternative strategies.

Emilija Gaubaite is a financial advisor with Capital Group Private Client Services, Inc. in New York, NY. She holds a Series 65 designation and has seven years of industry experience. Prior to joining Capital Group, she worked at Family Management Corporation and Fiduciary Trust Company International. 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 called the “Capital System,” emphasizing fundamental research and a long-term horizon across separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

Jaimie Miller is a CFA® charterholder with nine years of industry experience. She currently works at Capital Group Private Client Services, Inc. and previously spent eight years with Citi Private Alts., LLC/Citigroup Global Markets Inc. Miller's background also includes four years at the College of William and Mary. 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" that emphasizes fundamental research and a long-term investment horizon. The firm utilizes separately managed accounts, mutual funds, ETFs, and alternative strategy funds to implement client portfolios.

Kristen Hill is a financial advisor with Capital Group Private Client Services, Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked at Bank of America/Merrill Lynch for 23 years before joining Capital Group in 2025. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing separately managed accounts, mutual funds, ETFs, and alternative strategy funds. The firm employs a multi-manager approach known as the “Capital System,” emphasizing fundamental research and a long-term investment horizon.

Nikita Mutalik is a financial advisor at Capital Group Private Client Services, Inc. with four years of industry experience. He holds a Series 65 designation and has previously worked at BBR Partners, LLC and Simon Quick Advisors, LLC. 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 a long-term investment horizon.

Maria Ferreras is a financial advisor at Capital Group Private Client Services, Inc. with eight years of industry experience. She previously worked at JPMorgan Chase & Co. for eight years before joining her current firm in 2025. Ferreras holds the Series 63 and Series 65 licenses and is based in New York, NY. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach called the "Capital System" and emphasizing fundamental research and a long-term investment horizon. The firm offers access to separately managed accounts, mutual funds, ETFs, and certain private-equity and alternative strategy funds.

Norman Sanyour is a financial advisor at Capital Group Private Client Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Group since 2012. 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.

Charles Boardman is a financial advisor at Capital Group Private Client Services, Inc. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior roles include positions at Evercore Partners, UBS Securities, and JPMorgan Chase & Co. Capital Group Private Client Services provides discretionary investment management to high-net-worth individuals, charitable organizations, corporations, and pension clients. The firm utilizes a multi-manager investment approach based on fundamental research and offers access to separately managed accounts, affiliated funds, and alternative strategy 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.

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.

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.

Nicole Santaroni is an Investment Consultant at Fidelity Investments, where she collaborates with clients to develop and implement personalized financial strategies aligned with their goals. She emphasizes understanding her clients' needs as a foundation for her advisory approach. Nicole joined Fidelity Investments in 2020 and has held several positions within the company, including Financial Representative and Relationship Manager, before her current role as Investment Consultant that began in 2024. This progression reflects her growing experience in financial planning and client relationship management. Outside of her professional responsibilities, Nicole has personal interests that include barre, Pilates, and spending time with her pets.

Siobhan Morse is a financial advisor at Capital Group Private Client Services, Inc. with four years of industry experience. She previously worked at FMR, LLC / Fidelity Brokerage Services, LLC from 2020 to 2024 and holds a Series 66 designation. 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 combines separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

James Mc Ateer is a financial advisor with Capital Group Private Client Services, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. He has been with Capital Group and its affiliates since 2015. Outside of his advisory role, he is co-owner of FTG Rentals LLC, a real estate investment business. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach with separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.