Matt Yonak

Matt Yonak is Vice President and Senior Client Relationship Specialist at Capital Group Private Client Services, Inc., based in Atlanta, GA. In this role, he manages relationships with high-net-worth individuals and families, offering tailored wealth management solutions and overseeing the delivery of personalized investment strategies. His responsibilities include guiding clients through portfolio construction, complex financial planning, and intergenerational wealth transfer initiatives.

With over 20 years of experience in the investment industry, Matt began his tenure at Capital Group in 2005, holding progressive client service roles before his current senior leadership position. He specializes in traditional and alternative asset classes, including equities, fixed income, and private market investments, working closely with clients in sectors such as business ownership, family offices, and multigenerational estates.

Matt holds a Financial Planning Certification from the University of Georgia's Terry College of Business and a Bachelor of Science in Business Administration, Finance, from the University of Tennessee, Knoxville. His expertise is further supported by advanced relationship management credentials, positioning him as a trusted advisor recognized for building enduring partnerships and driving superior long-term investment results for sophisticated clients.