Capital Group
Alan Heaton, CFA, is an accomplished investment professional with extensive experience in institutional investment services and portfolio management. As the Head of OCIO at Capital Group since July 2013, Alan delivers the company's capabilities to support institutional discretionary managers' strategic priorities. Previously, Alan served as Director at CE2 Capital Partners, focusing on renewable energy and environmental commodities markets, and played a pivotal role in sourcing private equity investments. In a decade at Morgan Stanley, Alan held leadership roles in Global Wealth Management, managing multi-asset portfolios for high-net-worth investors. Alan co-founded Mergecor Corporation, where responsibilities included overseeing financial operations from inception to sale, and began a career in investment management at Olde Financial, specializing in small and mid-cap technology companies. Alan earned a B.S. in Finance from Arizona State University.
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Capital Group
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Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1.7 trillion in equity and fixed income assets for millions of individual and institutional investors.