Alison J. Schatz
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
Companies | Position | End |
---|---|---|
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Portfolio Manager-Equities | 30/06/2009 |
Training of Alison J. Schatz
Boston University | Graduate Degree |
Experiences
Positions held
Linked companies
Private companies | 1 |
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Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Finance |
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