What You Will Learn in this Free Webinar:
- Expectations for U.S. and International markets
- Economic outlook during a global pandemic
- Year-end strategies for you to consider
Greg Singer is a Senior Vice President and Investment Director for Capital Group Private Client Services. Before joining our firm in 2012, he spent seven years at Bernstein Global Wealth Management, where he was a senior managing director and head of the Wealth Management Group, with responsibility for investment planning and asset allocation. He has an MBA in finance from Northwestern University, along with a BS in finance and BAS in computer science from the University of Pennsylvania.
Hays Evans is a Senior Vice President and Private Wealth Advisor for Capital Group Private Client Services. Hays works directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. He also helps nonprofit foundations and endowments to pursue their long-term financial objectives through effective planning and investment management. Hays earned an MBA from Georgia State University and a BA in finance from Birmingham Southern College.
Stacey Delich-Gould is a senior trust and estate specialist for Capital Group Private Client Services, focusing on trust, estate, tax and personal planning matters. Before joining our firm, Stacey spent more than 10 years in private legal practice, most recently as a partner at Morrison Cohen LLP in New York. Stacey received her JD from New York University School of Law (cum laude), her LLM in taxation from New York University School of Law and her BA from Tufts University.
Jeff Ruderman is a wealth strategist for Capital Group Private Client Services. As a member of the Wealth Advisory Group, Jeff provides advice on various wealth planning topics, specializing in the areas of wealth transfer, charitable planning and working with private business owners. Jeff earned a BA with Honors in International Finance and Marketing from the University of Miami and also studied International Business at the Hogeschool voor Economische Studies in Amsterdam. He holds a professional designation in personal financial planning from the University of Georgia and is a CFP®.
Capital Group was founded in 1931 and has always been privately held. Today, they are one of the world’s largest investment management organizations, managing more than $1.7 trillion.
FREE Webinar – Registration is Required