BEN - Leadership updates

Crypto industry veterans Christopher Perkins and Seth Ginns to co-lead Franklin Crypto alongside Tony Pecore, strengthening active management capabilities across the multi-trillion dollar digital asset market. Franklin Templeton, a global investment leader, today announced a plan to acquire 250 Digital, an active cryptocurrency investment management firm led by financial industry veterans Christopher Perkins and Seth Ginns of CoinFund Management LLC. The acquisition would include the 250 Digital investment team and all liquid cryptocurrency strategies previously run by CoinFund. Franklin Templeton will invest in the strategies as part of the agreement. Following Franklin Templeton's acq

Franklin Templeton, a global investment leader, today announced the appointment of Brett Mossman as Head of U.S. Product and Lyenda Delp as Head of Global Insurance and Institutional Asset Solutions, alongside the elevation of Kim Roy to Chief Operating Officer (COO) of the Global Client Group (GCG). These appointments reflect the firm's strategy of aligning its Global Client Group around a simpler, more connected model designed to accelerate growth and deepen trusted partnerships with clients worldwide. Mossman will lead U.S. Product across wealth and institutional channels, working with investment, sales, and product specialists to bring Franklin Templeton's leading investment capabilit

Franklin Templeton, a global investment leader with more than $1.6 trillion in assets under management, together with three leading institutional infrastructure investment firms: Actis, the Sustainable Infrastructure business of General Atlantic; Copenhagen Infrastructure Partners ("CIP"); and DigitalBridge, today announced a strategic partnership to deliver private infrastructure solutions to individual investors. This partnership seeks to provide private wealth clients with differentiated access to high-growth infrastructure opportunities, thematically focused on energy security, electrification, and digitalization, as well as sectors including data centers and hyperscaler development,

Appoints Daniel Gamba, Terrence Murphy and Matthew Nicholls as Co-Presidents Franklin Resources, Inc. ((Franklin Templeton, NYSE:BEN) today announced the appointment of Daniel Gamba as Chief Commercial Officer, overseeing global sales, marketing and product strategy, effective October 15, 2025. Gamba will report to Jenny Johnson, Chief Executive Officer of Franklin Templeton, and join the company's Executive Committee. He will be based in New York City. In addition, the company announced that Gamba, Terrence Murphy, Head of Public Market Investments, and Matthew Nicholls, Chief Financial and Operating Officer, will become Co-Presidents, effective October 15. Together, the Co-Presidents wi

New position strengthens Franklin Equity Group's risk management capabilities across equity strategies Franklin Templeton today announced the appointment of Surajit Ray to the newly created position of Head of Portfolio Construction and Quantitative Risk in Franklin Templeton's Franklin Equity Group (FEG). He will be based in the firm's New York City office. Reporting to Jonathan Curtis, Franklin Equity Group's Chief Investment Officer, Ray will work in partnership with FEG's various strategy teams to enhance the group's systematic risk-aware portfolio construction processes. This crucial role will help portfolio strategy teams align investments to a risk framework that assesses a range o

Industry Leader Brings Decades of Experience Across Wealth Management to the Firm's Growing Atlanta Team Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Jason Thomas has joined the firm as a wealth director based in Atlanta, GA, a key growth market for the firm. Mr. Thomas previously served on the advisory board for Fiduciary Trust International's Atlanta market. "Jason has been advising clients and cultivating trusted relationships in Atlanta and throughout the Southeast for over 20 years," said David Edmiston, Fiduciary Trust International's regional managing director for Atlanta and Washington D.C. "An accomplis

New position strengthens firm's ambition to become top provider of alternative wealth solutions globally Franklin Templeton today announced the appointment of George Stephan to the newly created position of Global Chief Operating Officer of Wealth Management Alternatives. Reporting to Adam Spector, Franklin Templeton's Executive Vice President and Head of Global Distribution, Stephan oversees alternative investments product innovation and investor services and assists with business development, management and operations. Stephan will partner with the firm's distribution leaders around the world to help drive the overall distribution strategy in addition to advisor education for the altern

VANCOUVER, BC / ACCESSWIRE / October 1, 2024 / (TSX:NANO)(OTC:NNOMF)(Frankfurt:LBMB)Nano One® Materials Corp. ("Nano One" or the "Company"), a clean technology company with a patented process for the low-cost, low-GHG production of lithium-ion battery cathode active materials (CAM), is pleased to announce that Mr. Anthony Tse has been appointed Chair of the Board of Directors.Mr. Tse will succeed Paul Matysek, who is the founding Chair of Nano One and resigning as part of a planned transition to an advisory role that supports the incoming Chair and Board. Mr. Matysek is honoured to have presided over Nano One's growth and leadership for more than a decade."On behalf of Nano One and our share

Franklin Templeton today announced the appointment of Todd Bitzer, Emily Cox and Andre Cuerington as Senior Vice President, Client Advisors, US Institutional who all joined the firm in August. In their new roles, they will be responsible for building, growing and managing our partnerships with both existing and prospective institutional clients. Bitzer is based in Atlanta. Cox, who additionally serves as an Alternative Specialist, is based in Southern California. Cuerington is based in Northern California. Bitzer and Cuerington report to Mike Foley, Head of US Institutional, who oversees Franklin Templeton's US institutional direct sales, consultant relations and relationship management te

Mr. Flood Brings Over Three Decades of Private Wealth Management Expertise and a Strong Industry Reputation for Driving Revenue Growth, Managing Complex Multi-Generational Relationships, and Upholding High Service Standards Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Kevin F. Flood, CFP®, SE-AWMA™, has joined its New York office as a senior relationship manager. "Meeting the needs of intricate client relationships, especially those involving high-net-worth and multi-generational dynamics, is a top priority for Fiduciary Trust International," said Anne Fitzpatrick Donahue, Fiduciary Trust International regional

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Debjani Bagchi, CFA, and Peter E. McEvoy, CFP®, have joined its New York office as portfolio managers. "Expanding our expertise in the Northeast region enables us to keep our unwavering attention on the unique aspects of our clients' lives and their financial profiles," said Anne Fitzpatrick Donahue, Fiduciary Trust International regional managing director for the New York office. "Debjani and Peter bring decades of industry experience and a deep commitment to client success, aligning perfectly with our mission of delivering our best thinking through personalized wealth

Industry Veterans Join Firm from Bank of America Private Bank, Attracted to Fiduciary Trust International's Nearly 100-Year History Serving High-Net-Worth Clients, and Southeast Growth Strategy Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Laura C. Pease, CTFA, and James T. Farmer, CAIA®, have joined the firm as managing director, senior trust officer and managing director, senior portfolio manager, respectively. Both professionals are based in Atlanta, GA, a key growth market for the firm. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20240625685988/en/

– Christophe Browne Joins Lexington Partners Continuation Vehicle Effort Drawing upon the Firm's Experience and Differentiated Platform – Lexington Partners ("Lexington") announced a dedicated strategy and team focused on leading single-asset continuation vehicle ("CV") transactions. In conjunction with the launch, Christophe Browne has joined Lexington as a Partner to help lead the dedicated effort. Lexington is one of the world's largest and most successful managers of secondary private equity and co-investment funds having helped pioneer the development of the institutional secondary market over 30 years ago. The firm's new CV strategy will be executed by a specialist team that will

Wealth Management Veteran Joins Firm to Spearhead Innovation in Financial Planning Solutions Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Edward J. Mooney is joining the firm as managing director and financial planning director. He will oversee the continuous innovation of the firm's financial planning offering. "Ed's extensive industry experience perfectly complements our mission and commitment to delivering exceptional, best-in-class financial planning solutions to our clients," said Leslie Gillin Bohner, chief fiduciary officer of Fiduciary Trust International. "With his expertise spanning investments, wealth

Seasoned Wealth Management Veterans Maris A. Ogg, CFA, & Jeffrey M. Bagley, CFA, CFP® Bring Decades of Experience and Expertise in Cultivating Long-Lasting Client Relationships Throughout Philadelphia's Main Line Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Maris A. Ogg, CFA, and Jeffrey M. Bagley, CFA, CFP®, have joined the firm as managing director and senior portfolio manager, both based in its Radnor office. "The Mid-Atlantic region remains a vital growth market for us, and we're proud that our clients trust us to provide top-notch service and personalized solutions tailored to their needs," said Julie Stron

QUEBEC CITY, Jan. 29, 2024 /PRNewswire/ - LeddarTech® (NASDAQ:LDTC), an automotive software company that provides patented disruptive AI-based low-level sensor fusion and perception software technology for ADAS, AD, and parking applications, today announced that its Board of Directors appointed Sylvie Veilleux and Lizabeth Ardisana to the Board, effective immediately. Ms. Veilleux will serve on the Audit Committee and Ms. Ardisana will serve on the Nominating and Corporate Governance Committee. "We are pleased to welcome Sylvie and Liz to our board," said Mr. Derek Aberle, Cha

Industry Veteran Joins Firm to Propel Further Growth in South Florida Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Matt McKean has joined the firm as a wealth director based in its Boca Raton office. "Matt excels in wealth management, specializing in multi-generational tax advice and tailored financial strategies for high-net-worth individuals and families, as well as sophisticated investment solutions for foundations and endowments," said Todd Stoller, regional managing director and senior portfolio manager for Fiduciary Trust International's Palm Beach region. "He is an industry expert committed to excellence

Franklin Templeton today announced the appointment of Ronan Murphy as Senior Vice President, Consultant Advisor, US Institutional. In his new role, Murphy will be responsible for developing and maintaining relationships with institutional consultants in the Midwest region. "Ronan joins an experienced team, and we're excited to draw on the knowledge he brings from his decades of working in global consultant relations. We are fortunate to have someone of Ronan's caliber to help us deliver the quality service and high-conviction capabilities institutional consultants and their clients expect from Franklin Templeton," said Mike Foley, Head of US Institutional. Murphy, who is based outside o

New roles to support and accelerate ongoing growth of the Alternatives by Franklin Templeton platform and distribution to U.S. wealth management market Franklin Templeton today announced the appointment of Candice Kemeny as Senior Vice President, National Account Manager – Alternatives, and Jared Abert as Director, Alternative Investments – Midwest for the Registered Investment Advisor (RIA) & Bank Trust channel. In their new roles within Franklin Templeton's U.S. Wealth Management Alternatives distribution team, Kemeny and Albert will serve as key liaisons with clients to increase the adoption of comprehensive alternative investment solutions within the U.S. market. Kemeny joined the fir

Andrus brings decades of financial markets advocacy and corporate governance experience New senior hire expands firm's Global Stewardship and Sustainability Team Franklin Templeton today announced the appointment of James Andrus as Vice President of Sustainability Global Markets, a newly created leadership role within the firm's Global Sustainability Strategy Team. Andrus joins Franklin Templeton from the California Public Employees' Retirement System (CalPERS), where he served as the Interim Managing Investment Director for Sustainable Investing and led CalPERS' sustainable investment strategy across its US$443 billion1 investment portfolio. "James is deeply experienced in corporate gov

Franklin Resources, Inc. (NYSE:BEN), a global investment management organization operating as Franklin Templeton, today announced the appointment of Dean R. Sackett III as Managing Director of Government Affairs. In this newly created role, Sackett will represent Franklin Templeton and its specialist investment managers on a variety of U.S. policy matters. He will report to Paul Elmlinger, Deputy General Counsel and Global Head of Public Policy, and be based in Washington, D.C. "As the U.S. policy landscape continues to change and evolve at a rapid pace, our work with Congress, regulators and other policymakers – directly and through trade associations – is critically important to our abil

Franklin Templeton today announced the appointment of Barbara Ziegler and Tim Quagliarello as Senior Vice President, Client Advisors, US Institutional. In their new roles, they will be responsible for building, growing and managing our partnerships with both existing and prospective institutional clients. Ziegler joined in February and is based in Southern California. Quagliarello joined in March and is based in New York City. Ziegler and Quagliarello report to Mike Foley, Head of US Institutional, who oversees Franklin Templeton's US institutional direct sales, consultant relations and relationship management teams and serves as an essential liaison to institutional distribution leaders a

Franklin Resources, Inc. (NYSE:BEN), a global investment management organization operating as Franklin Templeton, today announced the appointment of Leeor P. Avigdor as Senior Vice President, Global Treasurer and Head of M&A. Avigdor will continue to be based in Franklin Templeton's New York office and will report to Matthew Nicholls, EVP, Chief Financial Officer and Chief Operating Officer. "Our Treasury function is essential to Franklin Templeton's financial foundation and goes hand in hand with leveraging our balance sheet to make investments in support of organic growth and strategic acquisitions as part of the company's long-term growth plans," said Nicholls. "Over the past several ye

BrandywineGLOBAL – Global Income Opportunities Fund Inc. ("BWG") Clarion Partners Real Estate Income Fund Inc. ("CPREIF") ClearBridge Energy Midstream Opportunity Fund Inc. ("EMO") ClearBridge MLP and Midstream Fund Inc. ("CEM") ClearBridge MLP and Midstream Total Return Fund Inc. ("CTR") LMP Capital and Income Fund Inc. ("SCD") Western Asset Diversified Income Fund ("WDI") Western Asset Emerging Markets Debt Fund Inc. ("EMD") Western Asset Global Corporate Defined Opportunity Fund Inc. ("GDO") Western Asset Global High Income Fund Inc. ("EHI") Western Asset High Income Fund II Inc. ("HIX") Western Asset High Income Opportunity Fund Inc. ("HIO") Western Asset High Yield Defined

Franklin Templeton today announced the appointment of Jamie Gordon as Senior Vice President, Senior Consultant Advisor, US Institutional. In this new role, he will be responsible for managing the firm's relationship with several of its largest and key consulting firm partners, particularly those on the East Coast, where he is based. Gordon reports to Mike Foley, Head of US Institutional, who oversees Franklin Templeton's US institutional direct sales, consultant relations and relationship management teams and serves as an essential liaison to institutional distribution leaders at the firm's independent specialist investment managers. "We are pleased to welcome Jamie to our experienced tea

Franklin Templeton today announced the appointment of John Ivanac as Senior Vice President and Consultant Adviser, US Institutional Services, focused on alternative investment capabilities in the US. Ivanac is based in the firm's New York City office and reports to Mike Foley, Head of US Institutional Services, who oversees Franklin Templeton's US institutional direct sales, consultant relations and relationship management teams and serves as an essential liaison to institutional distribution leaders at the firm's independent specialist investment managers. "Alternative investments represent a significant diversification tool and an area of increasing importance for institutional investors

Kaul to Provide Advisory Consulting and Thought Leadership as Part of the Franklin Templeton Institute Franklin Resources, Inc. (NYSE:BEN), a global investment management organization operating as Franklin Templeton, today announced the appointment of Sandy Kaul as Senior Vice President, to provide advisory consulting and thought leadership as part of the Franklin Templeton Institute. She will deliver actionable intelligence and insights on the future of the investment and wealth management industry for the firm and its clients. Based in New York, Kaul brings over 25 years of well-rounded industry experience, joining from Citi, where she served as Managing Director and Global Head of Busin

Franklin Templeton today announced the appointment of Lloyd Nemerever as vice president, portfolio manager and head of Municipal Bonds SMA Strategies for Franklin Templeton Fixed Income. He joins on March 28, 2022, coming from Goldman Sachs Asset Management. He will report to Ben Barber, director of Municipal Bonds for Franklin Templeton Fixed Income, and will be based in New York City. In this newly created role, Nemerever will lead portfolio management for Franklin Templeton Fixed Income's retail municipal bond separately managed account (SMA) strategies, including the construction of new portfolios customized to meet distinct client needs. He will work with the team's existing group of

Simpson Brings 35 Years of International Investment and Academic Expertise to Lead Franklin Templeton's Global Stewardship, Sustainability and ESG Strategy Franklin Templeton today announced the appointment of Anne Simpson as Global Head of Sustainability, a newly-created role charged with driving Franklin Templeton's overall strategic direction on stewardship, sustainability and environmental, social and governance (ESG) investment strategy globally. Simpson joins the firm from the California Public Employees Retirement System (CalPERS), where she served as Managing Investment Director for Board Governance & Sustainability, leading the development and execution of CalPERS' award-winning S

Franklin Resources, Inc. (NYSE:BEN), a global investment management organization operating as Franklin Templeton, today announced the appointment of Adele Taylor as Senior Vice President and Lead of Corporate Strategy and Corporate Development. Taylor will be based in Franklin Templeton's San Mateo, CA office and report to Matthew Nicholls, EVP and Chief Financial Officer. Taylor joined the firm on November 1. "We are delighted that Adele is joining our team," said Nicholls. "We have significantly diversified our firm over the past several years to ensure that we offer our clients the best choice in investment solutions across all asset classes, geographies, vehicles and customization capa

Franklin Templeton today announced the appointment of Mike Foley as Head of US Institutional Services, responsible for providing leadership, innovative strategic direction and driving growth for US institutional distribution. He will oversee the firm's US institutional direct sales, consultant relations and relationship management teams. Foley will join the firm on September 7. He will be based in Franklin Templeton's New York City office and report to Jeff Masom, Head of US Distribution for the firm. "Since our acquisition of Legg Mason just over a year ago, Franklin Templeton has experienced a transformative period of growth and opportunity. We are thrilled for Mike to join our team as w

Dr. Meng Brings 20 Years of Investment Expertise to Accelerate Franklin Templeton's Growth Strategy in Asia Pacific Region Franklin Templeton today announced the appointment of Dr. Yu (Ben) Meng as Executive Vice President and Chairman of Asia Pacific, effective July 15, 2021. In this newly created role, Dr. Meng will help drive Franklin Templeton's Asia Pacific and global growth strategy in partnership with the firm's existing leadership. He will report to President and CEO Jenny Johnson and serve on the firm's Executive Committee. Dr. Meng's appointment builds on Franklin Templeton's strategy to expand the reach and breadth of its investment offerings in the Asia Pacific region, with a