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BD

Brian Derrico

Vice President at Capital Group Investment Management PTE. LTD.

Charlotte, NC , United States

About

Brian Derrico is currently Vice President at Capital Group Investment Management Pte. Ltd., based in Charlotte, North Carolina. In this capacity, he is responsible for client relationship management and distribution, working primarily with institutional and intermediary clients to deliver tailored investment solutions in alignment with Capital Group’s global offerings. His role emphasizes partnering with clients across the U.S. to advance their investment objectives while upholding the firm’s high standards for fiduciary responsibility.

With a background spanning over two decades in investment management, Derrico brings significant expertise in asset allocation and manager research. He is known to have worked with multi-asset strategies, including equities, fixed income, and alternative investments, with a particular focus on retirement plans and institutional mandates. Prior to joining Capital Group, Derrico held senior positions at notable investment firms, where he refined his specialization in advisory, portfolio construction, and business development within the U.S. institutional and defined contribution (DC) marketplace.

Derrico holds the Accredited Investment Fiduciary (AIF®) designation, underlining his commitment to fiduciary best practices and client-centered advice. His professional trajectory and deep sector knowledge make him a trusted partner for institutions navigating complex asset allocation and manager selection challenges, especially in the U.S. retirement and pension fund sector.

Career History

OrganizationRoleDate RangeDetails
Capital GroupVice PresidentUnknown to Present
Capital GroupVice President - Senior Divisional Wealth Management Consultant ManagerAug 2009 to Present

Education

Randolph - Macon

Bachelors, Business, Sociology

1994 1998

Skills & Expertise

Series 63
Financial Advisory
Retirement Planning
Financial Planning
Portfolio Management
Investments
Relationship Management
Finance
401k
Asset Allocation
Investment Advisory
Financial Services
Wealth Management
Series7
Equities
Mutual Funds
Investment Strategies
Has Errors
Great
Series 24
Management
Retirement
Series 65
Series 7
Securities

Others at Capital Group Investment Management PTE. LTD. (30)

NameRoleLocation
A
Annie Monaghan
Assistant Vice President, IT Finance Senior ManagerIrvine, CA , United States
Ari Cohn
Ari Cohn
VPLos Angeles, CA , United States
Crystal Huang
Crystal Huang
Vice President - Global FinanceLos Angeles, CA , United States
D
Don Grobe
Vice President, Senior Training ManagerSan Antonio, TX , United States
G
Gigi Pardasani
Vice President, Investment AnalystNew York, NY , United States
J
Jennifer George
Senior Vice President and Investment CounselorSan Francisco, CA , United States
K
Katelyn O'Burke
Investment Control AnalystLos Angeles, CA , United States
Lesley Reinhart
Lesley Reinhart
Vice PresidentPittsburgh, PA , United States
L
Linda Hines
Vice PresidentLos Angeles, CA , United States
M
Michelle Thompson
Vice President, Talent DevelopmentIrvine, CA , United States
Showing 1-10 of 30 team members