Founded in 1931 in Los Angeles, Capital Group is an investment management firm focused on improving people’s lives through successful investing. The firm serves individual investors, financial intermediaries, and institutions through a broad range of products and services that include American Funds, one of the largest mutual fund families in the U.S. by assets under management. Capital Group has a global presence with twenty-seven offices worldwide and more than 7,500 associates. As of 12/31/18, assets under management topped $1.6 trillion.
Finbar O’Brien, CFA, CPA
Finbar is an analyst on the security valuation team at Capital Group where he is responsible for ensuring all portfolio assets are valued timely and accurately on a daily basis. Prior to Capital Group, Finbar was an external audit associate focused on financial services companies in Los Angeles and Irvine. Finbar holds a bachelor’s degree in business administration and a bachelor’s degree in accounting from the University of Southern California. He also holds the Chartered Financial Analyst® designation and is a licensed Certified Public Accountant. Finbar is also a member of CFA Society Orange County. Finbar is based in Irvine.
If you are currently an undergraduate or graduate student, and/or a candidate in the CFA Program, and you are located in the Orange County area and would like to learn more about the investment profession and capital markets from the top experts in the industry, register for this great event today. Please hurry to the CFA Society Orange County website
to register, as students will be admitted on a first come, first served basis!
If you have any questions about the event or Host-A-Student, feel free to e-mail Charles Worden or Finbar O’Brien at CFAOCHAS@gmail.com. If you register for this event and are unable to attend the event, please inform us immediately as there may be other students or candidates who wish to attend. Business casual attire is required for this event.