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| Mngr Name |
Thomas A. Nelson |
| Mngr Start Date |
2019-02-15 |
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| Biography |
| THOMAS NELSON, CFA, CAIA
Head of Asset Allocation Portfolio Management
Franklin Templeton Investment Solutions
Franklin Advisers, Inc.
Ft. Lauderdale, Florida, United States
Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee.
Mr. Nelson is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst |
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| Mngr Name |
Jacqueline Kenney |
| Mngr Start Date |
2022-10-01 |
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| Biography |
| Jacqueline Hurley, CFA, is a Portfolio Manager and a member of the Portfolio Management Group within QS Investors. Formerly at Deutsche Asset Management from 2008 – 2010. Prior to joining Deutsche Asset Management, she had 4 years of experience as a consultant at Bearing Point and Accenture.
Ms. Hurley holds a B.A. in Computer Science from Colgate University and an M.B.A. in inance and Accounting from University of Michigan, Ross School of Business. |
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| Mngr Name |
Berkeley Belknap |
| Mngr Start Date |
2025-01-31 |
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| Biography |
| Ms. Belknap is a portfolio manager for asset allocation strategies and the head of US Advisory portfolio management for Franklin Templeton Investment Solutions. In this role, Ms. Belknap leads portfolio management responsibilities for all US portfolios for the Advisory channels, including model platforms, target risk mutual funds, 529 programs and asset allocation portfolios in the insurance channel. She also serves on the team’s Policy Portfolio Positioning Group and is Vice Chair of the Portfolio Review Committee. She has served previously in several roles within Franklin Templeton Investment Solutions. In addition to being a portfolio manager for the US target date funds and the asset allocation portfolios for LATAM, she most recently managed the APAC portfolio management team and process, the manager research team, and the portfolio analysis team. Prior to her portfolio management roles, she served as a senior client portfolio manager responsible for designing, managing, and maintaining multi-asset investment solutions for institutional clients in the US and LATAM. Prior to joining Franklin Templeton, Ms. Belknap spent 11 years at Boston-based Windward Investment Management (Windhaven Investment Management after being acquired by Charles Schwab), which designs global asset allocation ETF portfolios by using both tactical and strategic allocations with a combination of quantitative and qualitative tools. She was a member of the investment committee and a portfolio strategist. She opened the firm’s San Francisco office and helped grow the client base in the western U.S. She also led the integration of the firm with Schwab on the west coast. Previously, Ms. Belknap worked at both Fairview Capital as a partner and portfolio manager and at Trainer, Wortham as a portfolio manager and research analyst, managing equity portfolios for separate accounts. She began her career in investment banking at Morgan Stanley in the global debt group within debt capital markets and with the options trading team within foreign exchange. Ms. Belknap holds a BA degree in history from Yale University. She also holds the CFA Institute Certificate in ESG Investing. |
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| Franklin Templeton Investments |
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