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Name | Title | Since | Until |
---|---|---|---|
Jin Lee | Partner | 2015 | Now |
Biography | Jin Lee is an equity portfolio manager at Capital Group. He has 26 years of investment experience and has been with Capital Group for 25 years. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. telecommunication services, U.S. building products companies and paper & forest products and restaurants. Prior to joining Capital, he was a senior business planner for the Walt Disney Company and a consultant with L/E/K Partnership. He holds an MBA from Harvard Business School and a bachelor's degree in economics from the University of Pennsylvania graduating with honors. Jin is based in Los Angeles. | ||
Eric H. Stern | Senior Vice President | 2008 | Now |
Biography | Eric H. Stern is a portfolio manager at Capital Group. As an equity investment analyst at Capital, he covered U.S. health care, insurance, autos and life science companies. Before joining Capital, he served as an analyst in the mergers and acquisitions department of Morgan Stanley & Company. He holds an MBA from Stanford Graduate School of Business and a bachelor’s degree in business administration from the University of California, Berkeley graduating Phi Beta Kappa. Eric is based in Los Angeles. | ||
Theodore R. Samuels | Portfolio Manager | 1990 | 2016 |
Biography | Theodore R. Samuels is an equity portfolio manager at Capital Group. He is president of Capital Guardian Trust Company and serves on the Capital Group Private Client Services Management Committee. Ted has 33 years of investment experience and has been with Capital Group for 31 years. Earlier in his career, as an equity investment analyst at Capital, Ted covered electrical equipment, transportation and commercial aerospace companies. He holds a master’s degree from Harvard Business School and a bachelor’s degree from Harvard College. Ted is based in Los Angeles. | ||
Terry Berkemeier | Senior Vice President | 1997 | 2011 |
Biography | Terry Berkemeier is a director and senior vice president of Capital Guardian Trust Company and Capital International Research, Inc, and a senior vice president of Capital International Ltd. He has portfolio management responsibilities for U.S. and global equity. Prior to joining our organization in 1992, he was a Vice President/Research in the New York office of Merrill Lynch Capital Markets. Before that, he was an analyst and manager, Corporate Finance and Equity Research of Bankers Trust Company in Sydney, Australia, where he concentrated on mining stocks. | ||
Karen A. Miller | Senior Vice President | 2000 | 2008 |
Biography | Karen A. Miller is a Senior Vice President and Director of Capital International Research, Inc. and is a portfolio manager of U.S. equity, U.S. value equity and U.S. small capitalization equity portfolios. She also has research responsibilities in the U.S. banking and money management industries. She joined our organization in 1990. She holds an MBA in finance from Columbia University Graduate School of Business and a master's degree in international economics from Columbia School of International Affairs. She is based in our Washington, D.C. office. | ||
David I. Fisher | Chairman | 1997 | 2008 |
Biography | David is an equity portfolio manager at Capital Group. He is chairman emeritus of Capital Group International, Inc. He has 47 years of investment experience and has been with Capital Group for 43 years. Before joining Capital, he was an officer of Smith Barney & Co. and a marketing executive with General Electric Company. David holds a master’s degree from the University of Missouri , and a bachelor’s degree from the University of California, Berkeley. He serves as a member of the Los Angeles Society of Financial Analysts and the International Society of Security Analysts. | ||
Michael R. Ericksen | Director | 1991 | 2008 |
Biography | Michael R. Ericksen is chairman and a director of Capital International Limited, as well as a senior vice president, director, and portfolio manager of Capital Guardian Trust Company and a director of The Capital Group Companies, Inc. He joined Capital International in 1987 after four years as manager of The Boston Consulting Group. Mr. Ericksen graduated magna cum laude from Harvard College with an AB degree in economics, and then earned an MBA (Baker Scholar) in finance from Harvard University Graduate School of Business Administration. He is based in London. | ||
Eugene P. Stein | Equity Portfolio Manager | 1988 | 2008 |
Biography | Stein Serves as an equity portfolio manager and Senior Vice President at Capital Research and Management Company. He was Vice Chairman, a portfolio manager, and Chairman of the Investment Committee of Capital Guardian Trust Company (CGTC). He serves as Chairman of CGTC's Executive Committee. He also serves as Chairman of the North American Management Committee for Capital Group International, Inc. He is responsible for the coordination of our asset allocation decisions. Mr. Stein joined our organization in 1972 as a financial analyst and later became a portfolio manager. |
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