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Nome | Titolo | Dal | Fino a |
---|---|---|---|
Michael Greenberg | Vice President | 2024 | Adesso |
Biografia | Michael Greenberg is a vice president, portfolio manager for Franklin Templeton Multi-Asset Solutions managed programs including Franklin Quotential and Franklin LifeSmart in Canada. He also manages institutional mandates in North America and Asia. Mr. Greenberg has 15 years of experience in the financial services industry. Mr. Greenberg holds a bachelor of commerce degree from the University of Ottawa. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. | ||
Jacqueline Kenney | Portfolio Manager | 2024 | Adesso |
Biografia | Jacqueline Hurley, CFA, is a Portfolio Manager and a member of the Portfolio Management Group within QS Investors. Formerly at Deutsche Asset Management from 2008 – 2010. Prior to joining Deutsche Asset Management, she had 4 years of experience as a consultant at Bearing Point and Accenture. Ms. Hurley holds a B.A. in Computer Science from Colgate University and an M.B.A. in inance and Accounting from University of Michigan, Ross School of Business. | ||
Wylie Tollette | Portfolio Manager | 2023 | Adesso |
Biografia | Mr. Tollette first joined Franklin Templeton in 1994, left the company in 2014 and rejoined again in 2018. | ||
Richard S. Hsu | Vice President | 2023 | 2024 |
Biografia | Richard Hsu, CFA is a vice president, portfolio manager, and research analyst in the Franklin Templeton Fixed Income Group. He is also a member of the firm’s Fixed Income Policy Committee. Mr. Hsu assists in the managing of bank loan credit strategies and research for the Franklin Income strategy and other corporate credit products that have allocations to floating rate debt. Mr. Hsu joined the firm in 1996 and helped create the floating rate bank loan group in 1997. He earned a B.A. with honors and M.A. from Stanford University. | ||
Kimberly Strand | Portfolio Manager | 2023 | 2024 |
Biografia | Ms. Strand has been a portfolio manager since March 2013, providing research and advice on the purchases and sales of individual securities, and portfolio risk assessment. She joined Franklin Templeton Investments in 2005. | ||
Todd Brighton | Portfolio Manager | 2021 | 2023 |
Biografia | Todd Brighton is a vice president, portfolio manager and research analyst for Franklin Templeton Multi-Asset Solutions. He is the lead manager of the Franklin Liberty US Low Volatility ETF. Mr. Brighton analyzes equity and equity-linked investments for the Core/Hybrid team and specializes in the development of volatility-based strategies. Mr. Brighton joined Franklin Templeton in 2000. He is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Institute and the CFA Society of San Francisco. | ||
Eugene Podkaminer | - | 2021 | 2023 |
Biografia | Mr. Podkaminer joined Franklin Templeton in 2018. Prior to joining Franklin Templeton, he worked with Callan in the Capital Markets Research group where he was responsible for assisting clients with their strategic investment planning, conducting asset allocation studies, developing optimal investment manager structures, and providing customer research on a variety of investment topic. | ||
Edward D. Perks | Executive Vice President | 2021 | 2023 |
Biografia | Edward Perks is chief investment officer of Franklin Templeton Investment Solutions and president of Franklin Advisers, Inc. In this role, Mr. Perks has oversight of myriad multi-asset investment capabilities designed to meet client needs for specific investment solutions. Mr. Perks joined Franklin Templeton in 1992. Mr. Perks holds a B.A. in economics and political science from Yale University. He is a Chartered Financial Analyst (CFA) charterholder, a member of the CFA Institute, and the Security Analysts of San Francisco (SASF). | ||
May Tong | Portfolio Manager | 2019 | 2021 |
Biografia | May Tong has been with Principal® since 2021. Prior to that, Ms. Tong was a Senior Vice President, Portfolio Manager for Franklin Templeton Multi-Asset Solutions since 2018. Prior to that, Ms. Tong was a Portfolio Manager and Head of Portfolio Implementation and Management for Voya Investment Management’s Multi-Asset Strategies and Solutions Team since 2011. Ms. Tong is responsible for the asset allocation and manager selection for Principal Global Asset Allocation. She earned a bachelor’s degree in Accounting and Finance from Boston College and an M.B.A. from Columbia University. She has earned the right to use the Chartered Financial Analyst designation. | ||
Thomas A. Nelson | Portfolio Manager | 2019 | 2021 |
Biografia | THOMAS NELSON, CFA, CAIA Head of Asset Allocation Portfolio Management Franklin Templeton Investment Solutions Franklin Advisers, Inc. Ft. Lauderdale, Florida, United States Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee. Mr. Nelson is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst |
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