Capital Group Private Client Services, Inc.

Gregory Singer is a financial advisor at Capital Group Private Client Services, Inc. with six years of industry experience. He holds a Series 65 designation and previously worked at Capital Bank & Trust Company for nine years. Outside of his advisory role, he is the sole member of Sunflower Realty LLC, an LLC formed to own and manage a single-family home rental property. 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 multi-manager investment approach known as the “Capital System,” emphasizing fundamental research and a long-term time horizon.

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.

Justin Brennan 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 10 years of industry experience. Prior to joining Capital Group Private Client Services in 2021, he worked for Capital Bank and Trust Company from 2016 to 2021. 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 called the “Capital System,” emphasizing fundamental research and a long-term investment horizon.

Catherine Layton is a financial advisor at Capital Group Private Client Services, Inc. She holds a Series 65 designation and has been with Capital Group since 2024. Her prior experience includes 15 years at Litman Gregory Asset Management, LLC, as well as roles at the Schurig Center for Brain Injury Recovery and several other organizations. 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-relationship threshold of $5 million or more. The firm employs a fundamental research-driven, long-term investment approach and utilizes a multi-manager system allocating portfolio segments to individual managers and analysts.

Jason Lersch is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Capital Group Private Client Services, Inc. since 2021. Prior to that, he worked for Capital Bank and Trust Company for five years. He holds a Series 63 license and is based in Chicago, IL. Capital Group Private Client Services, Inc. provides discretionary investment management 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 approach emphasizing fundamental research, long-term horizons, and tax-aware strategies.

Javier Escamilla is a CFA® charterholder with six years of experience in the financial industry. He is currently an advisor at Capital Group Private Client Services, Inc., where he has worked since 2021. Prior to this, he held roles at Capital Bank & Trust Company 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 $5 million minimum. The firm’s investment approach centers on fundamental research, a long-term horizon, and a multi-manager system that allocates portfolio segments to individual managers and analysts.

Sean Rourke 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 20 years of industry experience. Prior to joining Capital Group Private Client Services in 2022, he worked at Bank of New York Mellon Corp. and City National Bank. 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 or higher managed-relationship threshold. The firm’s investment approach emphasizes fundamental research, a long-term time horizon, and a multi-manager system allocating portfolio segments to individual managers and analysts.

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.

Lucas Trammell is a financial advisor with Capital Group Private Client Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes 15 years at American Funds and subsequent roles within the Capital Group family since 2021. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, typically managing relationships at or above $5 million. The firm employs a fundamental research-driven, long-term investment approach with a multi-manager system and often allocates client assets to affiliated 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.

David Ferry is a financial advisor at Capital Group Private Client Services, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Capital Bank and Trust Company. 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 $5 million or higher managed-relationship threshold. The firm’s investment approach centers on fundamental research, long-term horizons, and a multi-manager system that allocates portfolio segments to individual managers and analysts.

Joseph Lumarda is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 65 designation with 16 years of industry experience. He previously worked at Capital Bank and Trust Company from 2016 to 2021 before joining his current firm in 2021. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations. The firm emphasizes fundamental research, a long-term investment horizon, and a multi-manager approach, typically serving clients with managed relationships at or above $5 million.

Sarah Rodriguez is a financial advisor at Capital Group Private Client Services, Inc. with two years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Airbnb and Restoring Opportunity Investments 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 a $5 million managed-relationship threshold or higher. The firm’s investment process emphasizes fundamental research, a long-term time horizon, and a multi-manager approach through affiliated pooled funds and separately managed accounts.

Jennifer Cook is a financial advisor at Capital Group Private Client Services, Inc. with nine years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Capital Group Private Client Services, Inc., Capital Bank & Trust Company, and New Market Wealth Management. 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 using a multi-manager “Capital System” and commonly implements portfolios through affiliated pooled funds and separately managed account programs.

Alexandra Holcomb is a Series 65-licensed financial advisor with Capital Group Private Client Services, Inc. in San Francisco, CA. She has been with Capital Group and its affiliated entities since 2013. 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 approach that emphasizes fundamental research and long-term strategies, often allocating client portfolios to affiliated pooled funds and separately managed account programs.