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Adjusted for Risk: Uncovering the Expectations of Millennial InvestorsAdjusted for Risk: Uncovering the Expectations of Millennial Investors

Van Leeuwen & Company's Jeff Mattonelli discusses ways to connect with the generation that relies on non-traditional sources to get their investment ideas and data.

Ryan Nauman, Market Strategist

November 13, 2023

Van Leeuwen & Company's Jeff Mattonelli joins Zephyr's Market Strategist Ryan Nauman to provide his insights into the investing tendencies of millennials and their expectations for financial services. Jeff also discusses the role financial advisors must play when working with millennials and ways to connect with the generation that relies on non-traditional sources to get their investment ideas and data.

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About the Author

Ryan Nauman

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.

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