Franklin Templeton Webinar

Jeffrey Schulze, CFA

Director,
Investment Strategist
ClearBridge Investments,
Franklin Templeton

Jeffrey is an Investment Strategist and oversees capital market and economic research, contributing thought leadership on these topics that is frequently quoted in the financial media, including the Wall Street Journal, CNBC and CNN.

He joined ClearBridge Investments in 2014 and has 15 years of investment industry experience. Prior to joining ClearBridge, Jeffrey was a Portfolio Specialist at Lord Abbett & Co., LLC. He received a BS in Finance from Rutgers University. He is a member of the CFA Institute.

Mark Lavan

Co-Head of US Retail
Franklin Templeton

Mark Lavan is a Senior Vice President, Co-Head of U.S. Retail Sales at Franklin Templeton (FT). He leads the head of retail national accounts and their investment platform research team and two wirehouse divisional sales managers, and their teams of senior advisor consultants and advisor consultants, in the distribution of FT multi-asset solutions throughout the U.S. 

Prior to this role, Mark was the Head of Field Sales and Co-Managing Director of Legg Mason Investor Services, LLC. He was responsible for U.S. Sales and the strategic efforts of the Retail Intermediary Field Sales Team focused on the distribution of Legg Mason’s investment solutions to wirehouse, regional and independent financial advisors nationally. Mark also managed the Retail National Account research and relationship management teams.

Mark brings over 20 years of investment industry experience. Before joining Legg Mason, Mark managed a Product Specialist Desk at Merrill Lynch, working closely with financial advisors supporting portfolio development across managed account platforms. Prior to Merrill Lynch, he held a position at Lord Abbett as a Portfolio Specialist. Mark began his career with TD Ameritrade.

Mark graduated from the University of Rhode Island with a Bachelor of Science degree in Management Information Systems. He holds a Master of Business Administration degree from Fordham University. He currently holds FINRA Series 7, 24, 63 and 65 licenses.

Jennifer Johnston

Senior Vice President,
Director,
Franklin Templeton Municipal Bonds Research

Jennifer Johnston is a vice president and research analyst in Franklin's Municipal Bond Department. She joined the company in 1993. Her areas of research include the municipal bonds sector with an emphasis on general obligations, leases/COPs and dedicated tax bonds issued by state and local governments and school districts. She covers local governments of all sizes nationwide and her areas of expertise include California, New York City, New York State, Illinois, Puerto Rico and distressed local governments.

Ms. Johnston also covers municipal tobacco securitization bonds and has experience with higher education, cultural institutions and money funds. Ms. Johnston earned her BS in political science and a minor in business from Santa Clara University, she holds a master's degree in public administration from the University of San Francisco.

Ms. Johnston is Past Chair of the National Federation of Municipal Analysts (NFMA) and is serving her sixth year on the NFMA Board of Governors as the chair of the Industry Practices Committee. She was vice chair of the NFMA in 2014 and the co-chair of its 2010 and 2011 annual conferences as well. She is a member and former chair of the California Society of Municipal Analysts (CSMA) and was awarded the CSMA's inaugural Amy S. Doppelt Award for Meritorious Service. Ms. Johnston was a finalist in 2012 for Franklin Templeton's annual Harmon E Burns Award recognizing outstanding service to the community. Ms. Johnston is a member of the San Francisco Municipal Bond Club and is a past president of The Junior League of San Francisco.

Benjamin Franklin^®

Founding Fathers of the United States.

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