Capital Group Private Client Services
Capital Group Private Client Services is a privately owned wealth management firm committed to delivering premium, personalized service and superior long-term investment results to a select group of wealthy individuals, families, trusts and foundations. We are backed by the global resources of Capital Group — one of the world’s oldest and largest asset management firms, with more than $2 trillion in assets under management and nearly employees in offices around the world. For our terms and conditions and important disclosures, please visit As of December 31, 2024.
7-day free trial · no credit card
Verified contacts
154
available on Kipplo
LinkedIn employees
236
201 to 500 range
Open roles
—
no listings
Distinct roles
95
indexed titles
Tech stack
10
tools in use
Monthly traffic
229K
organic / mo
Sign up free to see all 154 verified contacts at Capital Group Private Client Services
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
154 contacts with verified email or phone · masked until revealed.
- VT
Vanessa Tellez
Private Client Associate Senior · Finance & Accounting
EmailPhone - KP
Keith Piken
President, Capital Goup Private Client Services · Finance & Accounting
EmailPhone - DW
David Wiener
Regional Director · General Business & Management
EmailPhone - GS
Greg Singer
Investment Director · Finance & Accounting
EmailPhone - ZL
Zachary Lazar
Regional Director Midwest · General Business & Management
EmailPhone - AS
Alan Swerdloff
Senior Vice President and Regional Director · General Business & Management
EmailPhone - BF
Bill Flumenbaum
Senior Vice President and Private Wealth Advisor · General Business & Management
EmailPhone - BL
Bob Lewis
Senior Vice President and Private Wealth Advisor · General Business & Management
EmailPhone - DR
Daniel Romanow
Senior Vice President and Investment Counselor · Finance & Accounting
EmailPhone
Showing 9 of 154 verified contacts
Top roles at Capital Group Private Client Services
95 distinct titles indexed · top 10 shown.
- 13senior vice president and private wealth advisor
- 6private wealth advisor
- 5client relationship associate
- 5senior vice president and investment counselor
- 4client service associate
- 3associate
- 3vice president
- 2business operations senior specialist
- 2client relationship manager
- 2client services associate
- +85more titles
Sign up to unlock all 154 contacts at Capital Group Private Client Services
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 154 verified contacts at Capital Group Private Client Services
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.