Corey Okinaka
Investment Analyst at Capital Group Private Client Services, Inc.
About
Corey Okinaka serves as an Investment Analyst at Capital Group, primarily based out of Los Angeles, CA, though records indicate recent assignments in both Tokyo and Los Angeles as part of his role. At Capital Group, he is responsible for conducting in-depth financial analysis, supporting investment decision-making, and contributing to portfolio management within the firm's Private Client Services division.
His investment focus includes the broader financial services sector, with experience spanning across research and fundamental analysis of equities and fixed income instruments. Corey leverages his expertise in both U.S. and international markets, reflecting Capital Group's global mandate and diversified client portfolios.
Corey holds a Bachelor of Arts degree from the University of Chicago, and began his investment career through Capital Group’s Associates Program (TAP), progressing from Summer Intern to TAP Associate, and ultimately to Investment Analyst. With over 11 years of professional experience, he is recognized for his research acumen and ability to deliver insights for high-net-worth and institutional clients, though specific published achievements in the investment industry are not publicly documented as of this search.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Capital Group | Investment Analyst | Jul 2020 to Present | — |
| Capital Group | Tap Associate | Sep 2017 to Jul 2020 | — |
| Capital Group | The Associates Program Summer Intern | Jun 2016 to Aug 2016 | — |
| Marine Biological Laboratory | Summer Research Intern | Jun 2015 to Sep 2015 | — |
| Middlebury Interactive Languages | Teaching Assistant | Jul 2014 to Jul 2014 | — |
Education
University of Chicago
Bachelor Of Arts, Biology
2013 — 2017
Skills & Expertise
Others at Capital Group Private Client Services, Inc. (7)
| Name | Role | Location |
|---|---|---|
B Bobby Futch | Sr Business Analyst | Helotes, TX , United States |
| Senior Vice President | Baltimore, MD , United States | |
| Vice President and Senior Client Relationship Specialist | Atlanta, GA , United States | |
R Raymond Gilliard | Application Support Analyst, Manager | Los Angeles, CA , United States |
D Dan Delianedis | Senior Vice President | Minneapolis, MN , United States |
| Vice President, Private Client Relationship Specialist | Chicago, IL , United States | |
R Roya Pasqualone | analyst | CA , United States |
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