Paige Nelson

Paige Nelson is Vice President and Senior Manager of the Client Relationship Team at Capital Group Private Client Services in New York, where she leads the Client Experience function and the Learning & Change Management team. In this capacity, she is instrumental in advancing the firm's digital client experience and oversees strategies for enhancing client service and engagement within the private wealth sector.

Having joined Capital Group in 2000, Nelson has held progressively senior roles including East Coast Manager of the Client Relationship Team and leadership across marketing, client service, and investment counseling functions. Her focus is on delivering tailored investment solutions for high-net-worth individuals and families, with a particular emphasis on multi-asset class strategies, wealth management, and portfolio diversification for private clients.

Nelson holds a Bachelor’s in Communication from the University of Colorado at Boulder and is a Certified Financial Planner™ with additional professional financial planning training from UC Berkeley. She is recognized for her expertise in financial markets, client relationship management, and innovative service delivery, contributing significantly to the evolution of client experience standards in private wealth management.