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Name | Title | Since | Until |
---|---|---|---|
Eric H. Stern | Senior Vice President | 2019 | Now |
Biography | Eric H. Stern is an equity portfolio manager at Capital Group. He has 32 years of investment experience and has been with Capital Group for 30 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. health care, insurance, autos and life science companies. Before joining Capital, he served as an analyst in the mergers and acquisitions department of Morgan Stanley & Company. He holds an MBA from Stanford Graduate School of Business and a bachelor's degree in business administration from the University of California, Berkeley graduating Phi Beta Kappa. | ||
Gregory Wendt | - | 2019 | Now |
Biography | Gregory W. Wendt is an equity portfolio manager at Capital Group. He has 36 years of investment industry experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, Greg covered U.S. casinos & gaming, leisure facilities, restaurants, merchandising and small-cap companies. He holds an MBA from Harvard Business School and a bachelor's degree in economics from the University of Chicago. Greg is based in San Francisco. | ||
Cheryl E. Frank | Vice President /portfolio manager | 2018 | Now |
Biography | Cheryl E. Frank is an equity portfolio manager at Capital Group. She has 25 years of investment industry experience and has been with Capital Group for 22 years. Earlier in her career at Capital, as an equity investment analyst, she covered health care services and software companies in both the U.S. and Europe. Prior to joining Capital, she was a fixed income derivatives marketing associate at J.P. Morgan. She holds an MBA and a certificate in global management and public management from Stanford Graduate School of Business, and a bachelor's degree in environmental science and public policy from Harvard College graduating cum laude. Cheryl is based in San Francisco. | ||
Martin Jacobs | - | 2018 | Now |
Biography | Martin Jacobs is an equity portfolio manager at Capital Group. He has 35 years of investment industry experience and has been with Capital Group for 23 years. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. industrials, machinery and electrical equipment companies. Before joining Capital, Martin was an executive director and senior investment analyst at Brinson Partners, Inc. in Chicago and an industry analyst at Security Pacific Merchant Bank in New York. He was also a research analyst at the Wharton Center for Applied Research, Inc. | ||
Jessica Spaly | - | 2017 | Now |
Biography | Jessica C. Spaly is an equity portfolio manager at Capital Group. She also serves on the Target Date Solutions Committee. She has 26 years of investment industry experience and has been with Capital Group for 20 years. Earlier in her career, as an equity investment analyst at Capital, Jessica covered U.S. retailing, branded apparel and footwear, and e-commerce. Prior to joining Capital, Jessica was a private equity analyst for Kohlberg Kravis Roberts & Co. and an analyst in mergers and acquisitions for Morgan Stanley. | ||
Aidan O'Connell | Vice President | 2015 | Now |
Biography | Aidan O'Connell is an equity portfolio manager at Capital Group. He has 26 years of investment industry experience and has been with Capital Group for 20 years. Earlier in his career at Capital, as a research director and an equity investment analyst, he had research responsibility as a U.S. small- and mid-cap generalist. Prior to joining Capital, he was an investment analyst and portfolio manager at Franklin Templeton Investments. Before that, Aidan was a research associate and corporate finance associate at Hambrecht & Quist. He holds an MBA from the Wharton School of the University of Pennsylvania, a master's degree in international studies from Johns Hopkins University's School of Advanced International Studies, and a bachelor's degree in French and English from Dartmouth College. He also holds the Chartered Financial Analyst® designation. Aidan is based in London. | ||
Lawrence R. Solomon | Senior Vice President | 2011 | Now |
Biography | Lawrence R. Solomon is an equity portfolio manager at Capital Group. He has 39 years of investment experience and has been with Capital Group for 38 years. Earlier in his career at Capital, Larry was an equity investment analyst covering computer hardware, software, communications equipment, computer services and imaging. Prior to joining Capital, he was an economic consultant and research analyst for Data Resources, Inc. in Los Angeles. Larry holds a bachelor's degree in economics from Occidental College, graduating cum laude, and the Chartered Financial Analyst® designation. Larry is based in San Francisco. | ||
James Terrile | Senior Vice President | 2011 | Now |
Biography | James Terrile is an equity portfolio manager at Capital Group. He has 29 years of investment industry experience and has been with Capital Group for 27 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. health care supplies & equipment, pharmaceutical and biotech companies. Prior to joining Capital, James was an equity research analyst for Gabelli Asset Management Company in New York. He holds an MBA from Columbia Business School with Beta Gamma Sigma distinction and a bachelor's degree in music from William Paterson University graduating magna cum laude. | ||
Barry S. Crosthwaite | Senior Vice President | 2006 | 2022 |
Biography | Barry S. Crosthwaite is an equity portfolio manager at Capital Group. He has 24 years of investment experience, all with Capital Group. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. electrical equipment/appliances, global energy equipment, and oil field services & drilling companies, as well as North American communications & networking equipment companies. Barry holds an MBA from Stanford Graduate School of Business and a bachelor & degree in chemistry from Occidental College graduating magna cum laude. Barry is based in San Francisco. | ||
Eric S. Richter | Senior Vice President | 2008 | 2020 |
Biography | Eric S. Richter is an equity portfolio manager at Capital Group. He has 27 years of investment experience and has been with Capital Group for 20 years. Earlier in his career, as an equity investment analyst at Capital, Eric covered electrical equipment, chemicals and miscellaneous companies with high dividend yields. Prior to joining Capital, he was a senior investment officer for Boatmen & Trust Co. and an investment research analyst for Boatmen & National Bank in St. Louis. |
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