Senior Vice President And Investment Counselor
Current
1995 - Present
~31 yrs 4 mos
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John Williams Email & Phone Number
Senior Vice President and Investment Counselor at Capital Group Private Client Services
at
Capital Group Private Client Services
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Senior Vice President and Investment Counselor at Capital Group Private Client Services
Location
Los Angeles, California, United States
Company size
Who is John Williams? Overview
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Quick answer
John Williams is listed as Senior Vice President and Investment Counselor at Capital Group Private Client Services at Capital Group Private Client Services, a company with 151 employees, based in Los Angeles, California, United States. AeroLeads shows a matched LinkedIn profile for John Williams.
John Williams previously worked as Senior Vice President and Investment Counselor at Capital Group Private Client Services and Executive Vice President and Senior Portfolio Manager at Lawrence Kelly & Associates. John Williams holds Ba, Economics from Claremont Mckenna College.
Company email context
Email format at Capital Group Private Client Services
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Capital Group Private Client Services
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Profile bio
About John Williams
As an Investment Counselor at Capital Group Private Client Services, I work directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. I also help nonprofit foundations and endowments to realize their long-term financial objectives through effective planning and investment management.Our firm is part of Capital Group, one of the world’s largest investment management organizations. As a result, Capital Group Private Client Services has access to extensive global research and analysis, providing deep insights into markets around the world. We also have a team of experienced wealth advisors, who work with clients to create strategic asset allocation plans uniquely suited for each individual client. In addition, we offer full trust services and closely coordinate with our clients’ outside advisors to help clients achieve their financial goals.To learn more about Capital Group Private Client Services, and read some of our latest thought leadership pieces, please visit us online at thecapitalgroup.com/pcs.
Current workplace
John Williams's current company
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Capital Group Private Client Services
3 roles · 44 years
John Williams work experience
A career timeline built from the work history available for this profile.
Executive Vice President And Senior Portfolio Manager
Lawrence Kelly & Associates
1987 - 1995
~8 yrs
Vice President And Portfolio Manager
Crocker Bank
1982 - 1987
~5 yrs
Team & coworkers
Colleagues at Capital Group Private Client Services
Other employees you can reach at capitalgrouppcs.com. View company contacts for 151 employees →
LK
Lynne Knox
Colleague at Capital Group Private Client Services
Los Angeles, California, United States, United States
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SM
Sandra Morelli
Colleague at Capital Group Private Client Services
Atlanta, Georgia, United States, United States
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RH
Ralph Heckert
Colleague at Capital Group Private Client Services
New York, New York, United States, United States
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BH
Brendan Heisler
Colleague at Capital Group Private Client Services
Los Angeles Metropolitan Area, United States
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EK
Emily Konrad Lantz
Colleague at Capital Group Private Client Services
Los Angeles, California, United States, United States
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NH
Nina Hershberger
Colleague at Capital Group Private Client Services
Reno, Nevada, United States, United States
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AS
Alan Swerdloff
Colleague at Capital Group Private Client Services
New York, New York, United States, United States
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CM
Cassandra Mondragon
Colleague at Capital Group Private Client Services
Costa Mesa, California, United States, United States
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ER
Elizabeth Roe
Colleague at Capital Group Private Client Services
Hampton Roads, Virginia Metropolitan Area, United States
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DR
Daniel Romanow
Colleague at Capital Group Private Client Services
New York, New York, United States, United States
View →
Lynne Knox
Colleague at Capital Group Private Client Services
Los Angeles, California, United States, United States
View →
SM
Sandra Morelli
Colleague at Capital Group Private Client Services
Atlanta, Georgia, United States, United States
View →
RH
Ralph Heckert
Colleague at Capital Group Private Client Services
New York, New York, United States, United States
View →
BH
Brendan Heisler
Colleague at Capital Group Private Client Services
Los Angeles Metropolitan Area, United States
View →
EK
Emily Konrad Lantz
Colleague at Capital Group Private Client Services
Los Angeles, California, United States, United States
View →
NH
Nina Hershberger
Colleague at Capital Group Private Client Services
Reno, Nevada, United States, United States
View →
AS
Alan Swerdloff
Colleague at Capital Group Private Client Services
New York, New York, United States, United States
View →
CM
Cassandra Mondragon
Colleague at Capital Group Private Client Services
Costa Mesa, California, United States, United States
View →
ER
Elizabeth Roe
Colleague at Capital Group Private Client Services
Hampton Roads, Virginia Metropolitan Area, United States
View →
DR
Daniel Romanow
Colleague at Capital Group Private Client Services
New York, New York, United States, United States
View →
1 education record
John Williams education
FAQ
Frequently asked questions about John Williams
Quick answers generated from the profile data available on this page.
What company does John Williams work for?
John Williams works for Capital Group Private Client Services.
What is John Williams's role at Capital Group Private Client Services?
John Williams is listed as Senior Vice President and Investment Counselor at Capital Group Private Client Services at Capital Group Private Client Services.
Where is John Williams based?
John Williams is based in Los Angeles, California, United States while working with Capital Group Private Client Services.
What companies has John Williams worked for?
John Williams has worked for Capital Group Private Client Services, Lawrence Kelly & Associates, and Crocker Bank.
Who are John Williams's colleagues at Capital Group Private Client Services?
John Williams's colleagues at Capital Group Private Client Services include Lynne Knox, Sandra Morelli, Ralph Heckert, Brendan Heisler, and Emily Konrad Lantz.
How can I contact John Williams?
You can use AeroLeads to view verified contact signals for John Williams at Capital Group Private Client Services, including work email, phone, and LinkedIn data when available.
What schools did John Williams attend?
John Williams holds Ba, Economics from Claremont Mckenna College.
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