Portfolio Construction
Video: 2023 portfolio construction trends
Jan Gundersen
Senior Investment Director
Ryan Radtke
RIA Relationship Manager
September 11, 2023
Ryan Radtke, CFA®, relationship manager and Jan Gundersen, CFA®, senior investment director for Capital Group, joined Julie Cooling, founder and CEO of RIA Channel, to discuss 2023 portfolio construction trends and how advisors can leverage RIA Insider™ for research, investment ideas and community.
Jan Gundersen is a senior investment director on Portfolio Solutions and Services at Capital Group, home of American Funds. He has 25 years of investment industry experience and has been with Capital Group for eight years. Prior to joining Capital, Jan worked as a managing director of advice and investment strategy at TIAA. He holds a master's degree in oceanography from Texas A&M University and a bachelor's degree in geology from Colgate University. He also holds the Chartered Financial Analyst® designation. Jan is based in Los Angeles.
Ryan Radtke is a relationship manager at Capital Group. He has 10 years of industry experience, all with Capital Group. He holds a bachelor's degree in psychology from The College of Wooster, where he graduated magna cum laude and Phi Beta Kappa. He also holds the Chartered Financial Analyst® designation. Ryan is based in Seattle.