Franklin Templeton Investments
Brett Goldstein, CFA, currently serves as the Senior Vice President and Head of US Retirement Portfolio Management at Franklin Templeton, a position held since January 2024. Prior to this role, Brett accumulated over 13 years of experience at Putnam Investments, where responsibilities included Co-Chief Investment Officer for Global Asset Allocation, Portfolio Manager, Analyst, and Investment Associate. Brett's academic background includes dual Bachelor of Science degrees in Biometry and Statistics, and Applied Economics and Management, as well as a Master's degree in Statistics, all from Cornell University.
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Franklin Templeton Investments
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Franklin Resources, along with its subsidiaries, operates as Franklin Templeton Investments. It is a global investment management company that provides investment management and related services to retail, institutional and high net-worth clients in jurisdictions around the world. The Company offers its investment products and services under the Franklin, Templeton, Franklin Mutual Series, Franklin Bissett, Fiduciary Trust, Darby, Balanced Equity Management, K2 and LibertyShares brand names. Its products include investment funds and institutional, high net-worth and separately managed accounts (collectively, sponsored investment products (SIPs)). It offers various types of SIPs, such as the United States funds, cross-border funds, local/regional funds, and other managed accounts, alternative investment products and trusts. Its investment funds include the United States-registered funds, non-United States-registered funds and unregistered funds.