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Corey Okinaka

Corey Okinaka

Investment Analyst at Capital Group Private Client Services, Inc.

Los Angeles, CA , United States

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

OrganizationRoleDate RangeDetails
Capital GroupInvestment AnalystJul 2020 to Present
Capital GroupTap AssociateSep 2017 to Jul 2020
Capital GroupThe Associates Program Summer InternJun 2016 to Aug 2016
Marine Biological LaboratorySummer Research InternJun 2015 to Sep 2015
Middlebury Interactive LanguagesTeaching AssistantJul 2014 to Jul 2014

Education

University of Chicago

Bachelor Of Arts, Biology

2013 2017

Skills & Expertise

Teamwork
Data Analysis
PowerPoint
Research
Social Media
Public Speaking
Critical Thinking
Microsoft PowerPoint

Others at Capital Group Private Client Services, Inc. (7)

NameRoleLocation
B
Bobby Futch
Sr Business AnalystHelotes, TX , United States
F Chapman Taylor
F Chapman Taylor
Senior Vice PresidentBaltimore, MD , United States
Matt Yonak
Matt Yonak
Vice President and Senior Client Relationship SpecialistAtlanta, GA , United States
R
Raymond Gilliard
Application Support Analyst, ManagerLos Angeles, CA , United States
D
Dan Delianedis
Senior Vice PresidentMinneapolis, MN , United States
Nicole Hultin-Dunne
Nicole Hultin-Dunne
Vice President, Private Client Relationship SpecialistChicago, IL , United States
R
Roya Pasqualone
analystCA , United States

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