Time to Get Active - 2018 Economic Update

Date: Monday, January 8, 2018
Time: 5:00pm - 7:30pm
Location: Phoenix Country Club

GEORGE RUSSELL, CFA, Franklin Templeton Investments
Institutional Portfolio Manager

George Russell joined the Franklin Equity Group as an institutional portfolio manager in 2010. As a member of the U.S. Growth Equity Team, Mr. Russell's
primary responsibility is to represent the team and communicate the investment philosophy, process and current strategy to domestic and international clients,
as well as external gatekeepers and decision makers.
Mr. Russell has over twenty years of investment experience. He spent eleven years at McMorgan and Company where he served as an equity portfolio
manager and co-director of the equity group. More recently he worked at American Century Investments as a client portfolio manager covering quantitative
equity and asset allocation strategies.
Mr. Russell earned his B.S. in Business Administration from the University of Arizona and his M.B.A. from the Fuqua School of Business at Duke University.
He holds the Chartered Financial Analyst (CFA) charterholder designation.

William (“Bill”) Mitchell, CFA®, Western Asset Management​
Client Service Executive.
Years of experience: 34 years of investment industry experience.
Career progression: Bill joined a predecessor organization in 2000. Prior to that, he worked as a Separate Account Specialist for Wachovia Securities, and he began his career in the financial services industry trading government and mortgage-backed securities.
Education: Bill received his bachelor’s degree from the University of Colorado.
At a glance:
34 years of investment industry experience
Joined a predecessor organization in 2000
Wachovia Securities – Separate Account Specialist
Chartered Financial Analyst
Bachelor’s degree from the University of Colorado
Client Service Executive
Jeffrey Layn, CIMA, CIMC, ClearBridge Investments​
 Director and Senior Investment Specialist.
Years of experience: 24 years of investment industry experience.
Career progression: Jeffrey joined Legg Mason in 2008, and served as a Sales Director. Prior to that, he was the Senior Vice President at Putnam Investments, Regional Vice President at AIM Investments, and a Wholesaler at Franklin Templeton Investments. He was also a Financial Consultant at the California Federal Bank/Invest Financial. He holds CIMA and CIMC designations.
Education: Jeffrey received his MBA from Texas Tech University, and his BA in Psychology from the California State University at Long Beach.
At a glance:
24 years of investment industry experience
Joined Legg Mason in 2008
Legg Mason – Sales Director
Putnam Investments – Senior Vice President
AIM Investments – Regional Vice President
Franklin Templeton Investments – Wholesaler
California Federal Bank/Invest Financial – Financial Consultant
Certified Investment Management Analyst, Certified Investment Management Consultant
MBA from Texas Tech University
BA in Psychology from California State University at Long Beach
Director, Senior Investment Specialist


 

Related Document(s):

See Upcoming Event Calendar