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2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

Yelena Vayner

Meet Yelena Vayner:

Yelena Vayner is a Senior Vice President and Private Wealth Advisor for Capital Group Private Client Services. Yelena works directly with individuals and families to create customized plans for protecting and growing their...

ABOUT YELENA

Meet Yelena Vayner:

Yelena Vayner is a Senior Vice President and Private Wealth Advisor for Capital Group Private Client Services. Yelena works directly with individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. She also helps nonprofit foundations and endowments pursue their long-term financial objectives through effective planning and investment management.

Prior to joining our organization, Yelena held positions at Wells Fargo Private Bank as a Managing Director, Wealth Advisor and as a Senior Vice President,

Senior Fiduciary Advisory Specialist. Previously, she worked in various capacities at Northern Trust Company and BMO Financial Group in Chicago. Yelena earned a Juris Doctor from Loyola University Chicago School of Law and a Bachelor of Science from Northwestern University. She serves on the boards of Vista Del Mar Child and Family Services as well as the UCLA Division of Geriatrics Board of Advisors.

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