ClearBridge Investments
Pankaj Naik, CFA has a diverse work experience in the investment industry. Pankaj began their career at OppenheimerFunds in 2005, where they held roles as a Product Manager for both Domestic Core Equities and Global Equities. In 2010, they joined J.P. Morgan Asset Management as a Vice President of Product Strategy before moving on to Jennison Associates in 2011. At Jennison Associates, they served as a Vice President and Portfolio Advisor. Most recently, in 2016, they joined ClearBridge Investments as a Director and Client Portfolio Manager.
Pankaj Naik, CFA attended the University at Buffalo from 1993 to 1997. However, the specific degree name and field of study are not provided. Additionally, Pankaj Naik obtained the CFA certification from the CFA Institute, but the month and year of certification are not mentioned.
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.