Los Angeles, CA S. Hope St., 55th Office

Justin Brennan is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, with 10 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Capital Group Private Client Services in 2021, he 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, utilizing a multi-manager approach called the “Capital System” that emphasizes fundamental research and long-term investing. The firm offers access to separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Jason Lersch is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA. 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 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 strategy funds.

Javier Escamilla is a CFA® charterholder with six years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has been since 2021. Prior to this, he worked at Capital Bank & Trust Company and Capital Group Companies. 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 investment vehicles.

Sean Rourke is a financial advisor with Capital Group Private Client Services, Inc., holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Bank of New York Mellon Corp. and City National Bank. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

David Ferry is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He previously worked at Capital Bank and Trust Company for five years before joining his current firm in 2019. 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 based on fundamental research and offers access to various separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Joseph Lumarda is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 65 credential with 17 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 primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and a range of investment vehicles including separately managed accounts, mutual funds, and alternative strategy funds.

Jennifer Cook is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Capital Bank & Trust Company and New Market Wealth Management. 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, affiliated funds, and access to alternative strategy funds.

Amy Foo is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 66 credential and 17 years of industry experience. She has previously worked at MUFG - UnionBanc and U.S. Bank. Capital Group Private Client Services primarily serves high-net-worth individuals and charitable organizations, employing a multi-manager investment approach based on fundamental research and long-term portfolio segmentation. The firm utilizes separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategies.

Michael Laubenstein is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has worked since 2026. Prior to this, he spent 17 years at First Republic Securities Co./First Republic Trust Co. and three years at Northern Trust Securities, Inc./Northern Trust Bank in various advisory roles. Capital Group Private Client Services primarily provides discretionary investment management to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach called the “Capital System” along with separately managed account programs, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Michael Chen is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, with six years of industry experience. His prior roles include positions at First Foundation Advisors, RVW Wealth, and Suntrust Advisory Services. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach known as the “Capital System” and emphasizing fundamental research and a long-term investment horizon.

Susannah Emami is a financial advisor at Capital Group Private Client Services, Inc. with 12 years of industry experience. She has worked at several firms, including Capital Bank & Trust Company, Alliance Bernstein, and KLS Advisors. Emami holds Series 65 and Series 63 credentials and is based in Los Angeles, CA. Capital Group Private Client Services primarily provides discretionary investment management to high-net-worth individuals and charitable organizations, employing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Massimigliano Sasso is a financial advisor at Capital Group Private Client Services, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Capital Bank & Trust Company and City National Rochdale. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager investment approach known as the "Capital System" and offering access to separately managed accounts, pooled funds, and alternative strategy investments.

Dale Kang is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles. He has held multiple roles within Capital Group Private Client Services and previously worked at Capital Bank & Trust Company. Outside of finance, Dale is a partner at N10 Dance Studios, where he manages various operational aspects. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager investment approach across separately managed accounts, mutual funds, ETFs, and alternative strategies.

Michelle St Julien is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. She holds Series 66 and Series 65 licenses and has five years of industry experience. Prior to her current role, she worked at Capital Group Companies and Transamerica, among other firms. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a long-term, multi-manager approach through separately managed account programs, pooled funds, and alternative strategies.

Andrew Micallef is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, including prior roles at Capital Bank & Trust Company and JP Morgan. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager investment approach with a long-term focus and access to a range of pooled investment vehicles and alternative strategy funds.