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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Michael J. Conn | Senior Vice President | 2020 | now |
背景介紹 | Mr. Conn has been a portfolio manager of Franklin Advisers, Inc since November 2020. He joined Franklin Templeton in 2006. | ||
John Bonelli | Vice President | 2020 | now |
背景介紹 | Mr. Bonelli is a Portfolio Manager and Research Analyst of Franklin Advisers, Inc. He joined Franklin Templeton Investments in 2010. | ||
John Wiley | Lead Portfolio Manager | 2020 | now |
背景介紹 | John Wiley, Senior Vice President, has been a lead portfolio manager since 1993. Wiley has been an analyst or portfolio manager with Franklin Templeton Investments, his employer since 1989. He holds the Chartered Financial Analyst designation. | ||
Christopher S. Sperry | Vice President | 2020 | now |
背景介紹 | Sperry has been an analyst or portfolio manager of Franklin Templeton Investments, his employer since 1996. Sperry holds the Chartered Financial Analyst designation. | ||
Nicholas K. Bucklin | Portfolio Manager | 2019 | 2020 |
背景介紹 | Nicholas Bucklin is a Vice President and Portfolio Manager in the Municipal Bond department. He is a co-Portfolio Manager for the Franklin Massachusetts, Minnesota, Ohio, New York Intermediate, and Federal Limited Term Tax-Free Income Funds. Nick is also a lead Portfolio Manager for Franklin Separately Managed Accounts and a member of the investment committee for the Franklin Municipal SMA strategy. Nick also manages one of the firm's actively managed municipal bond exchange traded funds (ETFs). Mr. Bucklin joined Franklin Templeton in 2008. He holds an MBA from UC Berkeley, Haas School of Business (2016) and a B.A. degree in history from Boston College. He is a Chartered Financial Analyst (CFA) charterholder, a member of the CFA Institute, and a member of the CFA Society of San Francisco. He is also a member of the National Federation of Municipal Analysts and the Municipal Bond Club of San Francisco. | ||
James Patrick Conn | Senior Vice President | 1999 | 2020 |
背景介紹 | Mr. Conn is a senior vice president and portfolio manager with Franklin Advisers, Inc, his employer since 1996. He has final authority over all aspects of the Fund's investment portfolio, including but not limited to, purchases and sales of individual securities, portfolio risk assessment, and the management of daily cash balances in accordance with anticipated management requirements. Mr. Conn holds the Chartered Financial Analyst designation. | ||
John Pomeroy | Senior Vice President | 1992 | 2020 |
背景介紹 | John Pomeroy is senior vice president of Franklin Advisers, Inc. He provides research and advice on the purchases and sales of individual securities, and portfolio risk assessment. Mr. Pomeroy joined Franklin Templeton Investments in 1986. | ||
Sheila Amoroso | Co-Director | 1992 | 2006 |
背景介紹 | Amoroso is portfolio manager with Franklin Advisers, she joined the firm in 1986. She is also co-director of Franklin's Bond Department. Amoroso is a member of the San Francisco Municipal Bond Club and the California Society of Municipal Analysts. | ||
Mark Orsi | Portfolio Manager | 1992 | 2000 |
背景介紹 | Orsi is a portfolio manager for Franklin Advisers. He joined the firm in 1990 as an analyst. He is a member of several securities industry-related committees and associations. | ||
Thomas J. Kenny | - | 1992 | 1999 |
背景介紹 | Tom is Co-Head of Goldman Sachs Asset Management's Global Cash and Fixed Income Portfolio team which is responsible for managing assets in excess of $370 billion across cash, traditional, and alternative fixed income strategies with teams in London, Tokyo, and New York. Prior to taking on this role, he was Head of the Municipal Bond Portfolio Management team that is responsible for over $25 billion in assets. He joined the firm in 1999 after spending over 13 years with the Franklin Templeton Group of Funds where, most recently, he was Executive Vice President and the Director of the Municipal Bond Department, responsible for assets under management in excess of $50 billion. Tom has served in a number of leadership positions for various industry groups including the Vice Chairman of the Municipal Securities Rulemaking Board. He received a B.A. in Business Economics from the University of California, Santa Barbara, and a M.S. in Finance from Golden Gate University in San Francisco. Tom also received the Chartered Financial Analyst designation. |
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