Alison J. Schatz

Alison J. Schatz

Consumer Services
Finance

Profile

Prior to Franklin Global Advisors, Ms. Schatz was a portfolio manager on the U.S.
small cap team with Fiduciary, covering the consumer discretionary, consumer staples, and financials sectors.
Prior to joining the U.S.
small cap team, she was a U.S.
large cap and U.S.
mid cap generalist portfolio manager.
Ms. Schatz was also responsible for co-managing the U.S.
small cap portfolios as part of a transition team in 2000-2001 and officially joined the team in 2002 initially covering the financials sector before expanding her responsibilities.
Ms. Schatz received a B.S.B.A.
in finance and MIS from Boston University and is a Chartered Financial Analyst (CFA) Charterholder.

Former positions of Alison J. Schatz

CompaniesPositionEnd
Portfolio Manager-Equities 30/06/2009
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Training of Alison J. Schatz

Boston University Graduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Linked companies

Private companies1

Finance

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