Jennifer George

Jennifer George is Senior Vice President and Investment Counselor at Capital Group Private Client Services, based in San Francisco, CA. In this role, she works closely with high-net-worth individuals and families, guiding them through complex financial transitions such as business sales and inheritance events. Her key responsibilities include developing tailored investment strategies, coordinating with clients’ legal and tax advisors, and providing holistic wealth management across generations.

Her investment expertise spans public equities, fixed income, and multi-asset portfolios, with a focus on serving clients experiencing major liquidity events and those requiring sophisticated estate and tax planning. Jennifer specializes in designing diversified portfolios with a long-term perspective, utilizing the broad research and resources of Capital Group to address each client’s unique objectives and risk profile.

Prior to joining Capital Group in 2002, Jennifer was a Portfolio Associate at RS Investments, where she supported portfolio management for institutional clients. She holds a Bachelor of Arts in International Relations from the University of California, Davis. Jennifer is recognized for her deep client relationships and her role in orchestrating advisory teams to deliver comprehensive financial solutions for families navigating pivotal financial milestones.