ClearBridge Investments
Jeffrey Bailin, CFA, serves as a Director and Senior Portfolio Analyst at ClearBridge Investments since September 2015, focusing on small and midcap teams. Previously, Jeffrey held the title of Vice President at Credit Suisse from July 2010 to August 2015, specializing in Healthcare Technology and Distribution as the Lead Analyst for the contract research organization sector, earning recognition in the 2014 and 2015 Institutional Investor All-America Research Surveys. Jeffrey began the career as a Summer Analyst at Credit Suisse in 2009, contributing to the Managed Care team. Educational credentials include a Bachelor of Science in Finance and Accounting from Georgetown University McDonough School of Business, attained between 2006 and 2010.
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ClearBridge Investments
ClearBridge Investments is a well-established global investment manager with a legacy dating back 60 years and $157.8 billion in assets under management as of March 31, 2023. We are committed to long-term results through active management. Led by the insight of proprietary, fundamental research and a team of 43 Portfolio Managers with an average of 28 years of investment industry experience, our investment process provides clients with equity-focused strategies in a number of investment vehicles and personalized, value-added client service. Our strategies are oriented around three primary investment objectives: Low Volatility, High Active Share and Income Solutions. Owned by Franklin Resources, ClearBridge operates with investment independence from headquarters in New York and offices in Baltimore, Ft. Lauderdale, London, San Mateo, Sydney and Wilmington.