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Name | Title | Since | Until |
---|---|---|---|
Paul D. Ehrlichman | Chairman | 2021 | 2023 |
Biography | 33 years of investment industry experience; Joined a predecessor firm in 2008; Brandywine Global - Global Equity Chief Investment Officer, Managing Director; Provident Capital Management - Portfolio Manager; First Pennsylvania Bank - Securities Analyst; BS in Finance and Quantitative Analysis from La Salle University - See more at: https://www.clearbridge.com/content/clearbridge/en-us/about/team/portfolio-management/ehrlichman-paul.html#sthash.3leLDeLg.dpuf | ||
Sean M. Bogda | Managing Director | 2021 | 2023 |
Biography | Sean Bogda is a Managing Director, Portfolio Manager at ClearBridge Investments. He is a member of ClearBridge's Global Value Equity investment team and co-manages numerous global and international strategies. In addition to portfolio management, He has 29 years of investment industry experience. Sean joined ClearBridge from predecessor firm Global Currents Investment Management, which was founded in 2008 by a group of portfolio managers from Brandywine Global Investment Management, where he began his career as a research assistant in 1993. Sean earned a BS in Finance from the University of Colorado and is a member of the CFA Institute | ||
Grace Su | Managing Director | 2021 | 2023 |
Biography | Grace Su is a Portfolio Manager at ClearBridge Investments. In addition to portfolio management, Grace is responsible for covering the media, technology and telecom sectors for our international and global portfolios. She has 21 years of investment industry experience. Grace joined ClearBridge from predecessor firm Global Currents Investment Management, which was founded in 2008 by a group of portfolio managers from Brandywine Global Investment Management. Prior to Brandywine, Grace was an equity research analyst at Bear Stearns and previously a business analyst at Mitchell Madison Group. Grace earned a BS in Business Administration from the Haas School of Business, University of California, Berkeley and an MBA in Finance from the Wharton School, University of Pennsylvania. | ||
Safa R. Muhtaseb | Managing Director | 2021 | 2023 |
Biography | Safa R. Muhtaseb,CFA, is a Managing Director and a Portfolio Manager on the International and Global Value Equity team at ClearBridge Global Currts Investment Management,LLC. He is responsible for contributions to research and investments across countries and sectors and general and stock recommendations for the firm’s equity strategies. Mr. Muhtaseb was previously with Brandywine as a global equity portfolio manager (2004-2008), bringing with him over 30 years of investment industry experience. He was also with Goldman Sachs Asset Management as a senior portfolio manager (2001-2004). | ||
Pankaj Nevatia | Portfolio Manager | 2018 | 2021 |
Biography | Pankaj Nevatia is a vice president, portfolio manager and research analyst for Franklin Equity Group. He participates in the management of the Franklin International Small Cap and Global Small Mid Cap strategies and has research responsibilities for global small and mid-cap stocks. Mr. Nevatia joined Franklin Templeton in 2010. He entered the financial services industry in 2004. Mr. Nevatia holds an M.B.A. from Fordham University, and a postgraduate diploma in computer applications and a B.Com from Bharathiar University in India. He is a Chartered Financial Analyst (CFA) charterholder. | ||
Edwin Lugo | Portfolio Manager/Leader | 2006 | 2021 |
Biography | Edwin Lugo, portfolio manager, is leader of the non-U.S. Small & Mid Cap Growth Equity team. Mr. Lugo joined the firm in June 2006. Previously, he was with Brown Capital where he was an equity owner and vice president, leading the Brown Capital international division focusing on growth investing. His responsibilities included managing the Brown Capital international mutual fund and separate institutional accounts. This is in addition to generalist analyst responsibilities. He was also a vice president, research analyst, and portfolio manager with Templeton from 1996-2002. He earned an M.B.A. | ||
David Glazer | Portfolio Manager | 2007 | 2010 |
Biography | Mr. Glazer, Vice President of Pioneer, has served as portfolio manager since December 2012. Mr. Glazer served as Vice President, Senior Analyst and Co-Portfolio Manager at Franklin Templeton Global Advisers from 2005 until 2012, specializing in global and international small/mid-capitalization strategies. Prior to joining FT Institutional in 2005, He was an analyst/portfolio manager at Boston Common Asset Management and Glickenhaus and Co., as well as analyst at Harbor Capital/Fortis Investments and Boston Partners Asset Management. Glazer holds the charted financial analyst designation. | ||
Jeffrey Applegate | Executive Vice President | 2006 | 2007 |
Biography | Applegate is the executive vice president and chief investment officer of FT Institutional, and vice president and chief investment officer of Fiduciary. He joined Franklin Templeton Investments in 2004. Prior to that, he was a senior investment advisor with major Wall Street institutions such as Lehman Brothers, Credit Suisse, Shearson Lehman, E.F. Hutton, and Smith Barney. He is member of the Franklin Templeton Investment Management and Planning Committees. | ||
Coleen F. Barbeau | Executive Vice President | 2006 | 2007 |
Biography | Coleen F. Barbeau is a senior vice president and the director of Global Growth Portfolio Management for the Franklin Equity Group. She is responsible for leading global equity strategies and managing global and non-U.S. institutional equity portfolios. Ms. Barbeau also assists in the management of select non-U.S. and global equity funds. Prior to joining Fiduciary Trust (acquired by Franklin Templeton in 2001) in 1983, she was with Shearson/American Express. She entered the financial services industry in 1981. Ms. Barbeau holds a B.A. from Montclair State University | ||
Tiffany Kuo | Portfolio Manager | 2002 | 2007 |
Biography | Tiffany Kuo, CFA, is a Senior Portfolio Manager/Analyst for Expedition. Ms. Kuo leads smaller cap research for markets in Asia, with a special focus on Japan and Greater China, as well as guiding Victory Capital’s work on the technology sectors in Asia. She joined Victory Capital in 2006 following four years' prior investment experience |
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