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Roya Pasqualone

analyst at Capital Group Private Client Services, Inc.

CA , United States

About

Roya Pasqualone is an analyst at Capital Group Private Client Services, Inc., based in California. In her current role, she is responsible for supporting research and financial analysis initiatives tailored to high-net-worth and ultra-high-net-worth clients, providing customized investment solutions and portfolio strategies. Her work focuses on advising clients across a broad range of asset classes, including equities, fixed income, and alternative investments typically found within diversified private client portfolios.

Previously, Roya Pasqualone served as a Senior Financial Analyst at Capital Group, demonstrating significant expertise in quantitative financial modeling, portfolio management, and capital markets research. Her sector coverage has included large-cap U.S. equities, fixed income analysis, and private capital allocations, serving affluent individuals and family offices in the Los Angeles and La Jolla areas.

Roya holds an undergraduate degree from a leading institution, earned between 1991 and 1995, and has developed a reputation for detailed financial analysis and commitment to client service. She has contributed to internal process improvements and client reporting systems at Capital Group, supporting more effective investment decision-making. Her career reflects a blend of rigorous research capabilities and a client-centric approach to wealth management for private clients.

Career History

OrganizationRoleDate RangeDetails
Capital GroupSenior Financial AnalystJun 1997 to Oct 2005

Education

California State University, Northridge

Business, Finance

1991 1995

Others at Capital Group Private Client Services, Inc. (2)

NameRoleLocation
Corey Okinaka
Corey Okinaka
Investment AnalystLos Angeles, CA , United States
D
Dan Delianedis
Senior Vice PresidentMinneapolis, MN , United States