Steven Michael Fox

Current Employers

Employment History

• 02/2016 → Present
  American Funds
  Los Angeles, CA

Other Businesses

CAPITAL GROUP PRIVATE CLIENT SERVICES POSITION: Title: none; Position: committee member, PCS Portfolio Strategy Committee NATURE: CGPCS is a wholly-owned subsidiary of Capital Group International, Inc. which in turn is owned by Capital Research and Management Company, which is wholly owned by The Capital Group Companies, Inc ("CGC"). CGPCS was incorporated in California in 2020 and its primary business is providing investment management and related services primarily to high net-worth individuals and charitable organizations. These services include investments in separate securities via SMA Programs (defined below) and in mutual funds, exchange-traded funds ("ETFs") and other pooled investment vehicles (such funds and investment vehicles, "pooled funds"). INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 07/23/2021 ADDRESS: Los Angeles CA 90071, United States DESCRIPTION: This activity is an expansion of my role in Capital Group, supporting the PCS business through participating in the governance process surrounding the construction of customized solutions. CAPITAL RESEARCH & MANAGEMENT COMPANY (CRMC) POSITION: Title: Vice President; Position: Member, Custom Solutions Committee (CSC) NATURE: Capital Research and Management Company, a wholly-owned subsidiary of The Capital Group Companies, Inc., is a Delaware corporation that traces its roots to 1931. Capital Research and Management Company is the investment adviser to the Capital Group exchange-traded funds (ETFs), closed-end management investment companies that operate as interval funds, and to the American Funds family of mutual funds. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/25/2021 ADDRESS: Los Angeles CA 90071, United States DESCRIPTION: This activity is an expansion of my role in Capital Group, to encompass participation in the design and management of custom solutions. Specific elements of the role include (1) client-facing activity related to the design and servicing of custom solutions, (2) initial investment solution design, (3) recommendations for changes to custom solutions, and (4) potential expansion of operation duties for portfolio management.

Exams

• S66 Uniform Combined State Law Examination
  2022-06-10
• S63 Uniform Securities Agent State Law Examination
  2012-03-05