Alan Swerdloff Email & Phone Number

I am the Northeast Regional Director at Capital Group Private Client Services. I manage our New York office, where I oversee a team of Private Wealth Advisors. My goal is to understand each client’s needs, then facilitate a productive partnership with an experienced Private Wealth Advisor who I believe is well positioned to help them meet their objectives. It’s enormously satisfying to build genuine personal connections with clients and to work with them to achieve more than even they may have thought possible. I often tell people that while their choice of advisor always matters, it really matters in difficult moments, when clients need to know they can count on us and our advice. We tell them what they need to hear ― not just what they want to hear. That honesty, coupled with our experience and commitment to their objectives and aspirations, helps them feel confident following our advice and can mean the difference between success and failure. This is my third decade in the wealth management profession. Prior to joining Capital Group in 2009, I spent nearly a decade at Bernstein Global Wealth Management as a Managing Director in the private client group. Before that, I held several senior positions in corporate finance. I hold a JD from Fordham Law School and a BA from Colgate University. I am based in Capital Group’s New York office. Please contact me at alan.swerdloff@capgroup.com.Assets under management as of December 31, 2019. The Capital Group companies manage equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups. Not all of the analysts and portfolio managers featured are involved in the management of Capital Group Private Client Services portfolios.To learn more about Capital Group Private Client Services, and read some of our latest thought leadership pieces, please visit us online at www.capitalgrouppcs.com. My direct dial is 212-649-1575 and my email is AQS@capgroup.com