Todd Bitzer, Emily Cox and Andre Cuerington Join Franklin Templeton as Client Advisors, US Institutional
Franklin Templeton (NYSE: BEN) has announced the appointment of Todd Bitzer, Emily Cox, and Andre Cuerington as Senior Vice Presidents and Client Advisors for US Institutional. They will focus on building and managing partnerships with institutional clients. Bitzer is based in Atlanta, Cox in Southern California (serving as an Alternative Specialist), and Cuerington in Northern California. This move aligns with the growing institutional interest in private markets, expected to reach $23.7 trillion by 2028. Franklin Templeton has been expanding its private markets capabilities, becoming one of the top 10 largest alternatives managers with over $250 billion in assets under management. The company aims to provide customized offerings across both public and private investment markets to help clients achieve their objectives.
Franklin Templeton (NYSE: BEN) ha annunciato la nomina di Todd Bitzer, Emily Cox e Andre Cuerington come Vice Presidenti Senior e Client Advisors per il mercato istituzionale statunitense. Si concentreranno sulla costruzione e gestione di partnership con clienti istituzionali. Bitzer ha sede ad Atlanta, Cox nel Sud della California (dove svolge il ruolo di Esperto in Alternative) e Cuerington nel Nord della California. Questa mossa è in linea con il crescente interesse istituzionale per i mercati privati, che si prevede raggiungeranno $23,7 trilioni entro il 2028. Franklin Templeton ha ampliato le proprie capacità nei mercati privati, diventando uno dei primi 10 manager di alternative più grandi con oltre $250 miliardi di asset in gestione. L'azienda punta a fornire offerte personalizzate nei mercati di investimento sia pubblici che privati per aiutare i clienti a raggiungere i loro obiettivi.
Franklin Templeton (NYSE: BEN) ha anunciado el nombramiento de Todd Bitzer, Emily Cox y Andre Cuerington como Vicepresidentes Senior y Asesores de Clientes para el sector institucional de EE. UU. Se centrarán en construir y gestionar asociaciones con clientes institucionales. Bitzer está basado en Atlanta, Cox en el Sur de California (serving como Especialista en Alternativas), y Cuerington en el Norte de California. Este movimiento se alinea con el creciente interés institucional en los mercados privados, que se espera alcancen $23,7 billones para 2028. Franklin Templeton ha estado ampliando sus capacidades en los mercados privados, convirtiéndose en uno de los 10 mayores gestores de alternativas con más de $250 mil millones en activos bajo gestión. La empresa busca ofrecer soluciones personalizadas en los mercados de inversión públicos y privados para ayudar a los clientes a alcanzar sus objetivos.
프랭클린 템플턴 (NYSE: BEN)은 Todd Bitzer, Emily Cox, 및 Andre Cuerington을 미국 기관 고객을 위한 수석 부사장과 클라이언트 어드바이저로 임명했다고 발표했습니다. 이들은 기관 고객과의 파트너십 구축 및 관리를 중점적으로 수행할 것입니다. 비쳐는 애틀랜타에, 콕스는 남부 캘리포니아(대체 투자 전문가 역할), 쿠어링턴은 북부 캘리포니아에 각각 근무하고 있습니다. 이 움직임은 2028년까지 23.7조 달러에 이를 것으로 예상되는 사모 시장에 대한 기관의 관심이 커지는 것과 일치합니다. 프랭클린 템플턴은 사모 시장 역량을 확장해 왔으며, 2500억 달러 이상의 자산을 관리하는 top 10대 대안 관리자 중 하나로 자리매김하고 있습니다. 이 회사는 클라이언트가 목표를 달성할 수 있도록 공공 및 사모 투자 시장에서 맞춤화된 제품을 제공하는 것을 목표로 하고 있습니다.
Franklin Templeton (NYSE: BEN) a annoncé la nomination de Todd Bitzer, Emily Cox et Andre Cuerington en tant que Vice-Présidents Seniors et Conseillers Clients pour le secteur institutionnel américain. Ils se concentreront sur la construction et la gestion de partenariats avec des clients institutionnels. Bitzer est basé à Atlanta, Cox dans le sud de la Californie (où elle est spécialiste des alternatives) et Cuerington dans le nord de la Californie. Cette initiative s'inscrit dans le cadre de l'intérêt croissant des institutions pour les marchés privés, qui devraient atteindre 23,7 billions de dollars d'ici 2028. Franklin Templeton a élargi ses capacités sur les marchés privés, devenant l'un des 10 principaux gestionnaires d'alternatives avec plus de 250 milliards de dollars d'actifs sous gestion. L'entreprise vise à fournir des offres personnalisées sur les marchés d'investissement publics et privés pour aider ses clients à atteindre leurs objectifs.
Franklin Templeton (NYSE: BEN) hat die Ernennung von Todd Bitzer, Emily Cox und Andre Cuerington zu Senior Vice Presidents und Client Advisors für den US-Institutionsbereich bekanntgegeben. Sie werden sich auf den Aufbau und die Verwaltung von Partnerschaften mit institutionellen Kunden konzentrieren. Bitzer hat seinen Sitz in Atlanta, Cox in Südkalifornien (wo sie als Alternative Specialist fungiert) und Cuerington in Nordkalifornien. Dieser Schritt steht im Einklang mit dem wachsenden institutionellen Interesse an privaten Märkten, von denen erwartet wird, dass sie bis 2028 23,7 Billionen Dollar erreichen. Franklin Templeton hat seine Fähigkeiten im Bereich der privaten Märkte ausgebaut und gehört nun zu den 10 größten Alternativen Managern mit einem verwalteten Vermögen von über 250 Milliarden Dollar. Das Unternehmen verfolgt das Ziel, maßgeschneiderte Angebote sowohl in öffentlichen als auch in privaten Investmentmärkten bereitzustellen, um den Kunden zu helfen, ihre Ziele zu erreichen.
- Expansion of institutional sales team with experienced professionals
- Strategic positioning in the growing private markets sector
- Ranked among top 10 largest alternatives managers with $250 billion AUM
- Diversification of offerings across public and private investment markets
- None.
Bitzer and Cuerington report to Mike Foley, Head of US Institutional, who oversees Franklin Templeton’s US institutional direct sales, consultant relations and relationship management teams and serves as an essential liaison to institutional distribution leaders at the firm’s independent specialist investment managers. Cox reports to John Ivanac, Senior Vice President and Head of US Institutional Alternatives for Franklin Templeton on Foley’s team, focusing on the firm’s alternative investment capabilities.
“We continue to add experienced talent to further strengthen our team’s ability to create partnerships with institutional investors who are increasingly seeking to access the full value our firm can provide to them across both public and private investment markets,” said Foley. “Today, Franklin Templeton can bring a suite of compelling investment opportunities that span both traditional and alternative asset classes. Todd, Emily and Andre will be instrumental in our efforts to customize and deliver these offerings to help our clients better achieve their objectives and to provide the exemplary service they have come to expect from us,” said Foley.
Private markets continue to be the most active part of institutional portfolios. According to PitchBook forecasts, investment in private markets is expected to reach
“As institutional investors increasingly seek to expand their allocation to alternative investments like private real estate, commercial real estate debt, private credit and private equity, secondaries in particular, they are calling on asset management partners to help them customize offerings to meet their objectives,” said Ivanac. “I am pleased to welcome Emily to work closely with me in addressing the needs of our clients as they introduce and refine alternatives allocations.”
Bitzer has over 30 years of financial industry experience, most recently serving as Managing Director at Lucid Management & Capital Partners focused on institutional business development. Prior to that he held institutional sales leadership roles at Columbia Threadneedle Investments and Aviva Investors. He holds a BBA in Marketing and Finance from the University of
Cox has over a decade of experience in the financial services industry, joining from Tetragon where she worked in business development focused on alternatives, including private credit strategies. Prior to that she was a relationship manager for BlackRock, Inc.'s institutional client business. She holds a Bachelor of Arts in Economics from Barnard College,
Cuerington has over 27 years of financial industry experience, most recently serving as managing director for Makena Capital Management’s client strategy group. He has also held business development roles at Trust Company of the West, Waterfall Asset Management and PineBridge Investments. Cuerington holds MS degrees in Engineering-Economics Systems and Applied Mathematics from Stanford University and the Naval Postgraduate School respectively. He earned his Bachelor of Science in Operations Research from the United States Military Academy.
These appointments follow the addition of senior talent to Foley’s US Institutional team over the past year.
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With more than 1,500 investment professionals, and offices in major financial markets around the world, the
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