Back to ACE Academy 2022 - Nashville

Michael Schweitzer

Director, Distribution for High Net Worth, Capital Group

Building Lasting Value: A Guide to Creating a Successful HNW Enterprise

The wealth management business continues to evolve and change. Top performing teams have learned how to adapt to these ongoing changes to build and scale their businesses to create lasting value for both their clients and their teams. This session will explore 10 key areas that successful ultra- and high-net-worth advisors have addressed to transition from running a practice to leading an enterprise.

 

Biography

Michael Schweitzer is a director of distribution for high net worth at Capital Group, home of American Funds. He has 33 years of industry experience and has been with Capital Group for five years. Prior to joining Capital, Schweitzer worked as global head of sales and distribution at HSBC. Before that, he held a variety of senior roles as a managing director at UBS and Merrill Lynch. He holds a bachelor's degree in business administration from San Diego State University. Schweitzer is based in Los Angeles.