Nicole Hultin-Dunne
Vice President, Private Client Relationship Specialist at Capital Group Private Client Services, Inc.
About
Nicole Hultin-Dunne is Vice President and Private Client Relationship Specialist at Capital Group Private Client Services, Inc. based in Chicago, IL, where she specializes in providing tailored wealth management and investment advisory services to high-net-worth individuals and families. In her role, she focuses on portfolio management, personalized asset allocation strategies, and developing deep, long-term client relationships, drawing on Capital Group's multi-asset investment platform.
Her investment expertise covers a broad range of asset classes, including equities, fixed income, and alternative investments, with a particular emphasis on comprehensive portfolio construction for private clients. Nicole also coordinates financial planning and legacy planning solutions, working closely with clients and their advisors to meet complex wealth management objectives.
With more than fifteen years of industry experience, Nicole previously served as Client Relationship Specialist and Marketing Assistant at RNC Genter Capital Management before joining Capital Group in 2011. She holds a B.A. in Political Science from DePaul University and a Personal Financial Planning Certificate from UCLA, combining strong academic foundations with practical expertise in financial planning and private wealth management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Capital Group Private Client Services | Vice President, Private Client Relationship Specialist | Dec 2011 to Present | Prior Roles: Team Lead Specialist, Relationship Specialist, Relationship Associate |
| RNC Genter Capital Management | Client Relationship Specialist and Marketing Assistant | Jan 2008 to Jan 2011 | — |
Education
DePaul University
B.A., Political Science
St. Benedict High School
University of California, Los Angeles
Personal Financial Planning Certificate
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 |
| Investment Analyst | Los Angeles, CA , United States | |
D Dan Delianedis | Senior Vice President | Minneapolis, MN , United States |
R Roya Pasqualone | analyst | CA , United States |
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