Mariella Caruso
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Mariella Caruso Email & Phone Number

Senior Client Service Associate at Capital Group
Location: Los Angeles Metropolitan Area, United States, United States 7 work roles 2 schools
1 work email found @adviceperiod.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@adviceperiod.com
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Current company
Capital Group
Role
Senior Client Service Associate
Location
Los Angeles Metropolitan Area, United States, United States
Company size
20 employees

Who is Mariella Caruso? Overview

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Quick answer

Mariella Caruso is listed as Senior Client Service Associate at Capital Group, a company with 20 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at adviceperiod.com and a matched LinkedIn profile for Mariella Caruso.

Mariella Caruso previously worked as Associate at Capital Group and Associate at Ieq Capital. Mariella Caruso holds Bachelor Of Science In Business Administration, Business Administration And Management, General from Chapman University.

Company email context

Email format at Capital Group

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{first}.{last}@adviceperiod.com
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Profile bio

About Mariella Caruso

Mariella Caruso is a detail-oriented financial professional, driven by her strong work ethic. Mariella began her career with Mariner Wealth Advisors in Century City, Los Angeles where she worked with ultra-high net worth families. She then continued on to IEQ Capital where she provided investment advice to wealthy families and institutional investors, and now most recently, at Capital Group in Private Client Services.Mariella holds a Bachelor of Sciences degree in Finance from Chapman University and a Minor in Psychology. She graduated magna cum laude as a Provost Scholar. Mariella is from Tacoma, Washington and currently resides in Los Angeles, California.

Listed skills include Leadership, Collaborative Problem Solving, Social Media, Communication, and 2 others.

Current workplace

Mariella Caruso's current company

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Capital Group
Capital Group
Senior Client Service Associate
Los Angeles, CA, US
Website
fpcgllc.com
Employees
20
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7 roles

Mariella Caruso work experience

A career timeline built from the work history available for this profile.

Senior Client Service Associate

Capital Group

Los Angeles, CA, US

Associate

Ieq Capital
  • Operationally directed a client book of over 100+ ultra-high net worth clients, ranging from $5M- $100M in investable assets.
  • Supported senior management by providing operational functions such as trades, money movements, account creation and maintenance, ongoing DCAs, and ad-hoc projects.
  • Prepared marketing materials for alternative investment funds, including and not limited to, private credit, private equity, real estate,secondary, and GP-stakes fund opportunities.
  • Analyzed cash flow models on various levels of the client relationship to compute IRR and MOIC estimations, as well as to evaluate overall net cash flow while accounting for clients’ tax payments and lifestyle expenses.
  • Assisted senior management in marketing alternative funds on the firm’s platform, including and not limited to, private credit, private equity, real estate, secondary, and GP-stakes funds.
  • Maintained client relationship metrics through continuous database management on Salesforce.
Sep 2023 - May 2024

Wealth Analyst

Mariner Wealth Advisors

Los Angeles, California, United States

  • Analyzed portfolios against model portfolio weightings to conduct portfolio rebalances, tax-loss harvesting and asset swaps, as well as development and execution of DCA schedules and estate planning transactions
  • Facilitated multi-step estate planning transactions through various Trusts, LLCs, and SLATs to decrease the clients’ taxable estate.
  • Delivered year-end charitable gifting proposals, effectively moving an average of $500-$1M outside of clients’ taxable estate
  • Onboarded new clients through inventorying of assets, and creation of individualized aggregated balance sheets and personal financial statements
Jan 2022 - Aug 2023

Analyst

Mariner

Santa Monica, California, United States

Advice Period is a technology-based RIA offering financial planning and investment advisory services for individuals, as well as trusts, estates, family and business entities, charitable organizations, and corporations. As an Analyst on the AdvicePeriod Lab team, involvement is with Ultra-Affluent clients with high net-worths and complex financial.

Sep 2021 - Dec 2021

Private Tutor

Self-Employed

Irvine, California, United States

  • Developed private tutoring business in Irvine California. Individually tutored several students in algebra, geometry, trigonometry, and English, specifically focusing on test preparation and test-taking strategies
Sep 2020 - May 2022

Wealth Management Intern

D.A. Davidson Companies

Pasadena, California, United States

  • Usage of MoneyGuide Pro to develop a financial plan for clients with $10M+ in assets.
  • Analyzed portfolio asset allocations and weightings in preparation for client meeting.
  • Delivered a presentation to senior management on DA Davidson's regional usage of eEfficiency tools, provided recommendations for best practices to increase usage and lower operating costs.
Jun 2021 - Aug 2021
Team & coworkers

Colleagues at Capital Group

Other employees you can reach at fpcgllc.com. View company contacts for 20 employees →

DD Dimitry Drovniachine Dimitry Drovniachine Colleague at Capital Group New York, New York, United States, United States View → GV Gaurang V. Gaurang V. Colleague at Capital Group New York City Metropolitan Area, United States View → RS Rory Searing Rory Searing Colleague at Capital Group New York, New York, United States, United States View → AK Alexa Kim Alexa Kim Colleague at Capital Group Richmond, Virginia, United States, United States View → CP Christina Perez Christina Perez Colleague at Capital Group New York, New York, United States, United States View → RM R. Michael Clurman, Jr. R. Michael Clurman, Jr. Colleague at Capital Group New York, New York, United States, United States View → ZS Zaab Sethna Zaab Sethna Colleague at Capital Group United States, United States View → CA Carmen Andrin Carmen Andrin Colleague at Capital Group United States, United States View → PB Peter Brown Peter Brown Colleague at Capital Group London, England, United Kingdom, United Kingdom View → ZB Zaki Bouaoudia Zaki Bouaoudia Colleague at Capital Group New York, New York, United States, United States View →
2 education records

Mariella Caruso education

Bachelor Of Science In Business Administration, Business Administration And Management, General

Chapman University

Activities and Societies: Alpha Phi, National Society of Leadership and Success

High School Diploma, 3.99/4.0 Gpa

Bellarmine Preparatory School

Activities and Societies: Girls Varsity Soccer and Track & Field, Bellarmine Preparatory School Home Team, National Honors Society, Class.

FAQ

Frequently asked questions about Mariella Caruso

Quick answers generated from the profile data available on this page.

What company does Mariella Caruso work for?

Mariella Caruso works for Capital Group.

What is Mariella Caruso's role at Capital Group?

Mariella Caruso is listed as Senior Client Service Associate at Capital Group.

What is Mariella Caruso's email address?

AeroLeads has found 1 work email signal at @adviceperiod.com for Mariella Caruso at Capital Group.

Where is Mariella Caruso based?

Mariella Caruso is based in Los Angeles Metropolitan Area, United States, United States while working with Capital Group.

What companies has Mariella Caruso worked for?

Mariella Caruso has worked for Capital Group, Ieq Capital, Mariner Wealth Advisors, Mariner, and Self-Employed.

Who are Mariella Caruso's colleagues at Capital Group?

Mariella Caruso's colleagues at Capital Group include Dimitry Drovniachine, Gaurang V., Rory Searing, Alexa Kim, and Christina Perez.

How can I contact Mariella Caruso?

You can use AeroLeads to view verified contact signals for Mariella Caruso at Capital Group, including work email, phone, and LinkedIn data when available.

What schools did Mariella Caruso attend?

Mariella Caruso holds Bachelor Of Science In Business Administration, Business Administration And Management, General from Chapman University.

What skills is Mariella Caruso known for?

Mariella Caruso is listed with skills including Leadership, Collaborative Problem Solving, Social Media, Communication, Public Speaking, and Critical Thinking.

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