Eric Michelson

Vice President, SMA — Franklin Templeton Private Portfolio Group, LLC at ClearBridge Investments

Eric Michelson has extensive work experience in the financial industry. Eric is currently serving as Vice President at ClearBridge Investments in the SMA division. Prior to this role, they were an Assistant Vice President at Legg Mason Private Portfolio Group.

Before joining ClearBridge Investments, Eric worked at JPMorgan Chase & Co. as a Global Portfolio Implementation Administrator. Eric also served as a Senior Associate at Lord, Abbett & Co. LLC, where they handled account servicing for SMA/UMA clients.

Earlier in their career, Eric worked as a Senior Portfolio Management Specialist at Morgan Stanley and as an Accounts Payable professional at Fedway Associates. Eric also gained experience in the education sector as an Analyst and Supervisor of SES Programs at the NYC Department of Education.

Eric Michelson started their career as a Financial Advisor at Ameriprise Financial Services, Inc. Overall, they have built a strong track record in the financial industry, spanning various roles and responsibilities.

Eric Michelson attended Rutgers University from 2004 to 2008, where they pursued a degree in Marketing at the Rutgers School of Business- Undergraduate. During the same period, they also studied Marketing at Rutgers Business School in New Brunswick.

Links

Previous companies

Morgan Stanley logo
Lord Abbett logo
Fedway Associates, Inc. logo

Timeline

  • Vice President, SMA — Franklin Templeton Private Portfolio Group, LLC

    December, 2022 - present

  • Assistant Vice President SMA Legg Mason Private Portfolio Group LLC

    January, 2020