Sean Rourke
Senior Vice President at Capital Group Private Client Services | Los Angeles, California, United States
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Sean Rourke, as a Senior Vice President and Private Wealth Advisor at Capital Group Private Client Services, brings a wealth of experience and a nuanced understanding of the complexities surrounding generational wealth and philanthropic endeavors. His role is pivotal in guiding high net worth individuals and families through the intricacies of wealth management, ensuring that their financial legacies are not only preserved but also enhanced for future generations. Sean excels in coordinating multidisciplinary advisory teams, leveraging his high emotional intelligence (EQ) to foster collaboration among experts in estate planning, portfolio management, and financial advisory services.
One of Sean's key projects involves developing customized wealth strategies that align with clients' unique values and goals, particularly in the realm of philanthropy. He works closely with nonprofit organizations and foundations to create impactful giving strategies that resonate with clients’ aspirations for social impact. His expertise in asset allocation and investments allows him to craft tailored portfolios that reflect both the financial objectives and the ethical considerations of his clients.
Sean's relentless commitment to exemplary service is evident in his proactive approach to new business development, where he not only seeks to expand Capital Group's reach but also to deepen existing client relationships. By staying attuned to market trends and regulatory changes, he ensures that his clients are well-informed and positioned to navigate the evolving landscape of wealth management. In a world where financial decisions can have lasting implications, Sean Rourke stands out as a trusted advisor dedicated to empowering families and organizations to achieve their financial and philanthropic goals.
Senior Vice President at Capital Group Private Client Services in June 2022 to Present
Senior Client Strategist at BNY Mellon in October 2017 to April 2022
SVP Private Banking at City National Bank in January 2006 to January 2017
VP Wealth Advisor at U.S. Trust in January 2003 to January 2006
Relationship Manager at The Bank of New York in January 2001 to January 2003
Vice President at Rockefeller Trust Company in October 1998 to October 2000
VP Senior Trust Officer at HSBC in January 1997 to January 1998
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New Business Development
Estate Planning
Portfolio Management
Wealth Management
Asset Allocation
Asset Management
Investments
Financial Planning
Financial Advisory
Business Development
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Discover more about Capital Group Private Client ServicesWhat is Sean Rourke email address?
Email Sean Rourke at [email protected]. This email is the most updated Sean Rourke email found in 2026.
What is Sean Rourke phone number?
Sean Rourke phone number is +13104998984 and +13235711121.
How to contact Sean Rourke?
To contact Sean Rourke send an email to [email protected]. If you want to call Sean Rourke try calling on +13104998984 and +13235711121. (updated on November 04, 2024)
What company does Sean Rourke work for?
Sean Rourke works for Capital Group Private Client Services
What is Sean Rourke's role at Capital Group Private Client Services?
Sean Rourke is Senior Vice President
What industry does Sean Rourke work in?
Sean Rourke works in the Leasing Real Estate industry.
Sean Rourke Email Addresses
Sean Rourke Phone Numbers
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