Franklin Templeton today announced the appointment of Todd
Bitzer, Emily Cox and Andre Cuerington as Senior Vice President,
Client Advisors, US Institutional who all joined the firm in
August. In their new roles, they will be responsible for building,
growing and managing our partnerships with both existing and
prospective institutional clients. Bitzer is based in Atlanta. Cox,
who additionally serves as an Alternative Specialist, is based in
Southern California. Cuerington is based in Northern
California.
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 $23.7 trillion
by 2028, with private capital continuing to outpace the growth of
public equity and fixed income market assets, which stood at $14.7
trillion in 2022. Aligned with this growing institutional interest,
Franklin Templeton has been building out its private markets
capabilities to become one of the top 10 largest alternatives
managers in the industry, with over $250 billion in assets under
management.
“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 Georgia.
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, Columbia
University.
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 California-based company has over 75 years of investment
experience and over $1.6 trillion in assets under management as of
August 31, 2024. For more information, please visit
franklintempleton.com and follow us on LinkedIn, X and
Facebook.
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Franklin Templeton Corporate Communications: Rebecca Radosevich,
(212) 632-3207, rebecca.radosevich@franklintempleton.com
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