ClearBridge Investments
Matthew Lilling, CFA, is an experienced portfolio manager at ClearBridge Investments, specializing in mid-cap, mid-cap growth, and SMID growth since March 2010. Prior to this role, Matthew worked as a small and mid-cap research analyst at MTS Health Partners from August 2007 to March 2008 and served as an investment banking analyst at Lehman Brothers from July 2005 to June 2007. Matthew earned an MBA from Columbia Business School's Value Investing Program from 2008 to 2010 and holds a BA in Economics and Music, graduating summa cum laude from Emory University in 2005. Education was initiated at Roslyn High School, where studies were completed in 2001.
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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.