Ryan Katona, Cfa
About Ryan Katona, Cfa
Ryan Katona, CFA, serves as the Director of the Portfolio Consulting Group at Russell Investments, a position he has held since 2020. He has over seven years of experience at Russell Investments in various roles, including Senior Analyst and Associate Director.
Current Role at Russell Investments
Ryan Katona serves as the Director of the Portfolio Consulting Group at Russell Investments. He has held this position since 2020 and is based in Milwaukee, Wisconsin. In this role, he is responsible for overseeing portfolio consulting services and providing strategic insights to clients.
Previous Positions at Russell Investments
Before his current role, Ryan Katona held several positions at Russell Investments. He was a Senior Analyst from 2017 to 2019 and then transitioned to Associate Director from 2019 to 2020. Prior to these roles, he served as Associate Regional Director in US AIS Sales & Service from 2014 to 2017 and began his career at the firm as a Client Service Associate from 2013 to 2014.
Education and Qualifications
Ryan Katona earned a Bachelor’s Degree in Finance and Economics from the University of Wisconsin-Parkside, where he studied from 2007 to 2011. His educational background provides a strong foundation for his career in finance and investment management.
Professional Experience in New York
Ryan Katona's career at Russell Investments includes significant experience in New York. He worked as a Client Service Associate and later as Associate Regional Director, contributing to sales and service initiatives in the financial sector. His time in New York spanned from 2013 to 2017.