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A dedicated RIA team to collaborate with your practice

Capital Group provides committed service teams to help Registered Investment Advisors. We offer dedicated support from our RIA support line at (800) 421-5450.

You can also call your Relationship Manager or specialist directly.

Explore Capital Group's resources for RIAs

TYLF

Tyler L. Furek is an intermediary relationship manager at Capital Group, home of American Funds. He has 16 years of industry experience and has been with Capital Group for two years. Prior to joining Capital, Tyler worked as a senior vice president at Fidelity Investments. Before that, he was a communications specialist at MassMutual. He holds a bachelor's degree in business administration, specializing in marketing, from Loyola University in Maryland. He also holds the Certified Investment Management Analyst® and Chartered Financial Analyst® designations. Tyler is based in Los Angeles.

RYER

Ryan Radtke is an intermediary relationship manager at Capital Group. He has six years of industry experience, all with Capital Group. He holds a bachelor's degree in psychology from The College of Wooster. He also is a 2019 Level III candidate in the Chartered Financial Analyst® program. Ryan is based in Seattle.

ROP

Robert J. Peche is an intermediary relationship manager at Capital Group. He has 17 years of investment industry experience, all with Capital Group. Earlier in his career at Capital, he was a registered investment advisor specialist; recently, in addition to working with RIA firms, he has worked with institutional consulting and bank/trust firms. He holds a bachelor’s degree in economics from the University of Texas, Austin. He also holds the Certified Investment Management Analyst® designation. Robert is based in Houston.

DHM

David Morrison is an intermediary relationship manager at Capital Group, covering RIA firms in Illinois, Wisconsin, Minnesota and Missouri. He has 27 years of investment industry experience and has been with Capital Group for 15 years. Prior to joining Capital, he was regional marketing director for American Legacy/Lincoln National in Chicago. He holds a bachelor’s degree in finance from the University of North Carolina, Wilmington. He also holds the Certified Investment Management Analyst® and Chartered Mutual Fund Counselor℠ designations. David is based in Chicago.

MKXB

Marek Blaskovic is an intermediary relationship manager at Capital Group, covering Florida, Georgia, Tennessee and Alabama. He has 13 years of investment industry experience and has been with Capital Group for six years. Prior to joining Capital, Marek was a regional consultant at Goldman Sachs Asset Management and internal wholesaler at Franklin Templeton Investments. He started his investment industry career at Raymond James Financial Services. Marek holds an MBA from the University of Tampa and a bachelor’s degree in finance from Illinois State University. He also holds the Certified Financial Planner™ certification, and the Certified Investment Management Analyst® and Chartered Retirement Planning Counselor® designations. Marek is based in Miami, Fla.

JFNM

Jeff Malbasa is an intermediary relationship manager at Capital Group, home of American Funds. He has 16 years of industry experience and has been with Capital Group for two years. Prior to joining Capital, Jeff was a partner & head of the Cleveland office at HPM Partners. Before that, he was president & 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.

DAFC

Damian F. Carroll is an intermediary relationship manager at Capital Group. He has 31 years of investment industry experience and has been with Capital Group for 18 years. Prior to joining Capital, Damian was a national sales manager for J.P. Morgan Chase & Co. Before that, he was at S.G. Cowen & Co. He holds an MBA in finance and international business from The Ohio State University and a bachelor’s degree in humanities from Providence College. He also holds the Chartered Financial Analyst®, Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations, and is a member of the Investments & Wealth Institute and the Hartford CFA Society. Damian is based in New Castle, N.H.

114694_Antonio_Bass

Antonio M. Bass II is an intermediary relationship manager at Capital Group, home of American Funds, covering RIAs, consultants and bank trusts. He has eight years of industry experience and joined Capital in 2018. Prior to joining Capital, Tone worked as a regional investment consultant and an internal sales consultant at T. Rowe Price. He holds a bachelor's degree in communications from University of Michigan. He also has the Chartered Financial Analyst® certification. Tone is based in Washington, D.C.

114699_Alex_Diorio

Alex Diorio is an intermediary relationship manager at Capital Group, home of American Funds. He has nine years of industry experience and joined Capital in 2018. Prior to joining Capital, Alex worked as a client advisor at J.P. Morgan Asset Management. Before that he was a foreign exchange analyst at Bank of America. He holds a bachelor's degree in finance from Villanova University in Philadelphia. Alex is based in Rockville Centre, N.Y.

CGWEB_2017_Brandon_Ma

Brandon Ma is an institutional relationship specialist at Capital Group, home of American Funds. He has six years of industry experience and has been with Capital Group for four years. Previously at Capital, Brandon worked as an internal wholesaler. He holds a bachelor's degree in business administration and management, finance, from UC Riverside. He also is a 2019 Level III candidate in the Chartered Financial Analyst® program. Brandon is based in Indianapolis.

RBW_photo

Rob Willis is an Institutional Relationship Specialist at Capital Group, home of the American Funds. He has six years of industry experience, all with Capital Group. Previously he has worked as an Internal Wholesaler, Advisor Marketing Representative, and Shareholder Services Representative. Rob holds a bachelor’s degree in Marketing from West Virginia University, and holds the Certified Investment Manager Analyst® designation. He is based in Indianapolis.

114022_Dave_Henry

David E. Henry is an institutional relationship specialist at Capital Group. He has 17 years of industry experience and has been with Capital Group for four years. Prior to joining Capital, Dave was a research analyst for an investment bank boutique and an institutional research sales professional at Jefferies. He holds an MBA from the USC Marshall School of Business and a bachelor's degree in history from UCLA. Dave is based in Indianapolis.

114025_Kevin_Olson

Kevin Olson is an Institutional Relationship Specialist at Capital Group. He has 12 years of industry experience and has been with Capital Group for one year. Prior to joining Capital, Kevin was a Regional Vice President with Deutsche Asset Management. He hold a bachelor’s degree in Finance from Northern Illinois University. He also holds the Certified Investment Manager Analyst® designation. Kevin is based in Indianapolis.

114141_Jeremy_Watts

Jeremy Watts is an institutional relationship specialist at Capital Group, part of American Funds. He has seven years of industry experience, all with Capital Group. Prior to joining Capital, Jeremy worked as a financial sales consultant at PNC. He holds a bachelor's degree in business from Kelley School of Business, Indiana University. He also holds the Certified Investment Management Analyst® designation. Jeremy is based in Indianapolis.

Scott Hoermann is an institutional relationship specialist at Capital Group, home of American Funds. He has 22 years of industry experience and has been with Capital Group for one year. Prior to joining Capital, Scott worked as a client portfolio manager at Highland Capital Management. Before that, he was a regional director at Charles Schwab Investment Management. He holds an MBA from the Thunderbird Global School of International Management and a bachelor's degree from Eckerd College. He also holds the Certified Investment Management Analyst® and Chartered Alternative Investment Analyst® designations. Scott is based in Indianapolis.


Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. 

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.