Stephen Votto

Stephen Votto has a diverse work experience. Stephen is currently working as the VP, Private Wealth Sales Director at Franklin Templeton since October 2020. Prior to that, starting from January 2009, they co-founded and worked at Votto Vines Importing Inc., a family business focused on importing and marketing fine wines. Stephen has also served as the Director, Private Banks and Institutional Consultants at Legg Mason (acquired by Franklin Templeton) from June 2008 to October 2020. Additionally, they worked as an Institutional Sales representative for RIA, Family Office, and Bank Trust at Legg Mason from September 2009 to August 2011. Stephen Votto gained valuable investment experience as the Co-Manager of Union College Student Investment Fund from September 2006 to January 2008.

Stephen Votto attended Union College where they earned a Bachelor of Arts degree in Managerial Economics. Stephen also studied at the University of Pennsylvania, although the degree obtained from this institution is not specified. Additionally, Stephen Votto has obtained various certifications including the Certified Specialist of Wine (CSW) from the Society of Wine Educators in January 2015, and the Certified Investment Management Analyst (SM) from IMCA. Stephen also holds certifications in Series 7 and Series 63 from FINRA.