Franklin Templeton Investments Bolsters US Institutional Division with New Hires

Supports Commitment to Providing Best-in-Class Service to Institutional Investors


SAN MATEO, Calif., Dec. 19, 2018 (GLOBE NEWSWIRE) -- Franklin Templeton Investments has significantly expanded the team comprising its US Institutional division, in support of the company’s strategic focus on bolstering its institutional business globally and ongoing commitment to providing exemplary service to institutional clients.

“While institutional clients expect consistent, long-term investment outperformance, they also expect best-in-class client service. Our challenge is to attract top talent and put the right people in the right roles to most effectively engage our clients and their consultants,” said Tom Fisher, executive vice president, head of US Institutional Business. “Franklin Templeton has served institutional clients for more than 40 years, and we believe adding these seasoned professionals will help us continue delivering the high-quality service our existing clients expect, while giving new clients even more reason to work with Franklin Templeton.” 

Fisher joined the firm in August 2017 as head of US Institutional to oversee and provide strategic direction to the firm’s institutional sales, consultant relations, client relations and client service teams in the US, establishing a single head across the firm’s US Institutional division. A year later, the division now comprises 65 professionals based in San Mateo, CA, New York, NY and across the country.

Fisher added two industry veterans to the institutional sales team in 2018, who report into him:

  • Michael Benjamin, vice president, institutional client advisor, focuses on deepening key relationships with large institutional clients in the Upper Midwest territory. He joined from Aviva.
  • Greg Murphy, vice president, institutional client advisor, focuses on business development in the Western region. He was most recently a managing director with Invesco.

Over the past year, the institutional relationship management team led by Bill Deakyne, senior vice president, head of US Institutional Relationship Management, has more than doubled, with new additions including:

  • Ann Casser, senior vice president, institutional relationship manager, serves clients primarily in the Midwest and Northeast regions. She spent the previous 14 years at Goldman Sachs, most recently serving as a vice president/client portfolio manager and member of its fundamental equity team.
  • Lynne Goodwin, senior vice president, institutional relationship manager, covers the South-Central region. She joined from Waddell & Reed, where she was an institutional relationship manager.
  • Marnie Maciariello, vice president, institutional relationship manager, covers the Western region. Previously, she was at Putnam Investments where she served as a senior institutional sales associate.
  • Mathew Salter, CFA, vice president, institutional relationship manager, brings client-side experience to the team, having joined from Cisco Systems where he advised its retirement plans globally and served as lead portfolio manager responsible for its corporate cash portfolio. He is also covering the Western region.
  • Dan Veddern, J.D., senior vice president, institutional relationship manager, is an internal transfer from the company’s institutional sales team and 30-year industry veteran. He covers the North Central region.

Mike Brown, senior vice president, Consultant Relations, has built out his team since joining the firm in 2016, bringing on two new seasoned institutional consultant relations professionals this year:

  • Bob Strachan, vice president, US institutional consultant relations, joined from MetLife Asset Management.
  • Miriam Tai, vice president, US institutional consultant relations, joined from CIFC Asset Management.

About Franklin Templeton Investments
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization operating as Franklin Templeton Investments. Franklin Templeton Investments provides global and domestic investment management to retail, institutional and sovereign wealth clients in over 170 countries. Through specialized teams, the company has expertise across all asset classes—including equity, fixed income, alternative and custom solutions. The company’s more than 650 investment professionals are supported by its integrated, worldwide team of risk management professionals and global trading desk network. With offices in more than 30 countries, the California-based company has 70 years of investment experience and over $683 billion in assets under management as of November 30, 2018. For more information, please visit franklintempleton.com.

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Copyright © 2018. Franklin Templeton Investments. All rights reserved.

From:  Franklin Templeton Investments
Corporate Communications:
Becky Radosevich, (212) 632-3207, rebecca.radosevich@franklintempleton.com
Craig Allen, (212) 632-4238, craig.allen@franklintempleton.com
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