Andrew Brown

Lead Product Manager - Portfolio Solutions at Franklin Templeton Investments

Andrew Brown, CFA, CAIA has comprehensive work experience in the finance industry. Andrew currently holds the role of Lead Product Manager - Portfolio Solutions at Franklin Templeton. Prior to that, they worked as a Senior Product Consultant at Securian Asset Management from 2018 to 2023.

From 2014 to 2018, Andrew held multiple positions at LoCorr Funds, including Regional Vice President, Internal Sales Manager, and Internal Wholesaler. In their role as Regional Vice President, they successfully established a new distribution channel and generated over $70 million in sales from previously unconnected clients. As Internal Sales Manager, they managed a team of 8 internal wholesalers and supported 15 external wholesalers, contributing to the growth of LoCorr Funds from $1.2 billion to $2 billion.

Before joining LoCorr Funds, Andrew worked at Ameriprise Financial Services, Inc. as a Client Support Associate and Client Services Coordinator in 2014 and 2013 respectively.

Overall, Andrew Brown has accumulated diverse experience in product management, client services, and sales within the financial services industry, showcasing their expertise and professional growth over the years.

Andrew Brown, CFA, CAIA holds a Bachelor of Business Administration (B.B.A.) degree in Real Estate from the Wisconsin School of Business. Andrew also completed a semester abroad at Tsinghua University. In addition, they obtained an International Baccalaureat with Honors in Science from Lycee International de St. Germain-en-Laye. Andrew has obtained several certifications including Chartered Financial Analyst (CFA) from the CFA Institute in 2017, CAIA certification from the CAIA Association in 2020, and various financial industry certifications such as Series 7 and Series 63. Andrew also holds the designations of Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor from the College for Financial Planning. Furthermore, they obtained TOPIK (Level 1) certification from the Korean Ministry of Education in November 2022.

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Timeline

  • Lead Product Manager - Portfolio Solutions

    October, 2023 - present

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