Specialties: Wealth Management for individuals and foundations
Bob Kelly Senior Vice President - Capital Guardian Trust Company
The Personal Investment Management division of Capital Guardian Trust Company provides investment management and trust services to very high net worth individuals, with particular emphasis on family office and entertainment clientele. Relationship minimums are $5 million.
(310)996-6446 (310)996-6161 Fax
11100 Santa Monica Blvd Los Angeles, CA 90025-3395 -
MAP
Capital Guardian Trust Company is a division of Capital Group Companies. Capital Group was founded in Los Angeles in 1931 and is 100% owned by current and retired employees. The Personal Investment Management (PIM) division was created in 1974 to serve the needs of associates of Capital and their families. Today, PIM manages assets for Capital associates as well as a number of individuals, foundations and endowments across the U.S.
Services include investment management, trust services, and wealth planning - using sophisticated modelling tools to help investors forecast the impact of various diversification strategies and estate planning techniques on their wealth over time.
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Offices located in 8 major cities throughout the U.S.
Social Clubs
Jonathan Club
Charities
Board of Directors of Autry National Center & LA Foodbank
Graduate Degrees
MBA - University of Chicago
College Degrees
BS - University of Pennsylvania (Wharton School)
Speaking/Teaching
Experience
Various topics on investing and diversification strategies.
Organizations
Young Presidents Organization, CFA, Security Analyst Society LA.
