Nate Wasson and Jason Lersch of Capital Group Private Client Services welcomes DEMA members and guests for a discussion on

“The Emerging Generation and its Impact on Current Family Objectives and Values- Working Together Towards the Same Goals.”

 

Capital Group offers customized investment services tailored to each clients’ unique needs.  They are a boutique wealth management firm with their own proprietary global research to better assist their wealth management clients.

 

Both Nate Wasson and Jason Lersch who are hosting the event work directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations.

 

Date: Wednesday, August 28, 2019

Time: 7:00 pm – 9:00 pm

Location: 444 West Lake Street, Chicago, IL 60606

Parking: The River Point building does not offer visitor parking. Convenient public parking is located nearby at Metra Ogilvie Tran Station Market, 165 N Clinton Chicago IL 60606 or valet parking is offered next door at Gibson’s Italia 3-hours for $16

Arrival Details: Once you enter the River Point building, check in at the security desk on the 2nd floor. You will receive a temporary pass, which will allow access to the 46th floor. Once on Floor 46, you will enter through the Capital Group reception doors after requesting access by pushing the suite doorbell.

Eventbrite - Chicago DEMA Chapter Event - August 2019

 

 

Nate Wasson
Senior Vice President
Investment Counselor

Nate Wasson is a Senior Vice President and Investment Counselor for Capital Group Private Client Services. Nate works directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. He also helps corporate executives and business owners prepare for significant financial transitions, and works closely with family offices and foundations throughout the United States.

Nate has spent nearly two decades in financial services advising families, employees and businesses. Prior to joining our organization, Nate held roles as a Senior Investment Manager for JPMorgan Chase, a Managing Director for BMO Private Bank, and a Private Wealth Manager for Alliance Bernstein. Nate has a BA from Valparaiso University, holds the Certified Financial Planner™ designation, and is a member of the Society for Trust and Estate Practitioners. Nate sits on the Board of Trustees for the DuPage Foundation and is a founding member of the Keiretsu Forum’s Chicago chapter.

Nate is based in our Chicago office.

 

 

Jason Lersch
Senior Vice President
Investment Counselor

Jason Lersch is a Senior Vice President and Investment Counselor for Capital Group Private Client Services. He works directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. Jason also helps nonprofit foundations and endowments to pursue their long-term financial objectives through effective planning and investment management.

Prior to joining our organization in 2015, he spent close to 15 years at Northern Trust working with private clients. He worked extensively with high net worth individuals, families, family offices and private foundations in a relationship-management capacity. Prior to that, he worked as a new business analyst for Rabjohns Financial Group, a boutique advisory firm based in Chicago.

Jason has a BA from Denison University in Granville, OH. He holds a CFP® designation and is Series 7 & 63 licensed. Jason is a member of the Chicago advisory board of Smile Train, a nonprofit organization focused on repairing cleft palates in developing nations.

He is based in our Chicago office.

 

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