Capital Group’s Will Ford, high net worth (HNW) portfolio specialist, and Jeff Malbasa, relationship manager, will discuss key industry shifts in portfolios and focus on dividend opportunities in today’s market.
- The latest on RIA industry flows and portfolio asset allocation shifts
- How dividends are being overlooked in the fight against inflation
- Uncovering global dividend opportunities in an uncertain market
Portfolio construction insights from RIA portfolio reviews. GET INSIGHTS.
William Ford
HNW Portfolio Specialist at Capital Group
William Ford is a HNW portfolio specialist at Capital Group. He has 13 years of industry experience, all with Capital Group. Will began his career as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. He holds a bachelor‘s degree in English from Williams College. He also holds the Chartered Financial Analyst® and Certified Private Wealth Advisor® designations. Will is based in New York.
Jeff Malbasa
Relationship Manager at Capital Group
Jeff Malbasa is a relationship manager at Capital Group, home of American Funds. He has 19 years of industry experience and has been with Capital Group for five years. Prior to joining Capital, Jeff was a partner and head of the Cleveland office at HPM Partners. Before that, he was president and chief investment officer at Spero-Smith Investment Advisers, Inc. He holds an MBA from Case Western Reserve University and a bachelor‘s degree in economics as well as a bachelor‘s degree in history, both from Tufts University. He also holds the Chartered Financial Analyst® designation. Jeff is based in Cleveland, Ohio.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.
American Funds Distributors, Inc., member FINRA.