Eric Michelson Email & Phone Number
Vice President, SMA — Franklin Templeton Private Portfolio Group, LLC @ ClearBridge Investments
Eric Michelson Location
New York, NY, US
Eric Michelson Work
- 2022 - now Vice President, SMA — Franklin Templeton Private Portfolio Group, LLC @ ClearBridge Investments
- 2020 - now Assistant Vice President, SMA - Legg Mason Private Portfolio Group, LLC @ ClearBridge Investments
- 2017 - 2020 Global Portfolio Implemention - Portfolio Administrator @ JPMorgan Chase & Co.
- 2015 - 2017 Senior Associate, Account Servicing - SMA and UMA @ Lord, Abbett & Co. LLC
- 2012 - 2015 Senior Portfolio Management Specialist @ Morgan Stanley
- 2011 - 2011 Accounts Payable @ Fedway Associates
- 2009 - 2010 Analyst, Supervisor of SES Program @ NYC Department of Education
- 2008 - 2009 Financial Advisor @ Financial Services Company
Eric Michelson Education
- Rutgers University
Marketing (Rutgers School of Business- Undergraduate)
2004 - 2008 - Rutgers Business School
New Brunswick (Marketing)
2004 - 2008
Eric Michelson Skills
- New York
- Checks
- Investment Vehicles
- Wealth Management
- Strategic Financial Planning
- Teaching
- Retirement Planning
- Variable Annuities
- Invoicing
- Business Statistics
Eric Michelson Summary
Eric Michelson, based in New York, NY, US, is currently a Vice President, SMA — Franklin Templeton Private Portfolio Group, LLC at ClearBridge Investments. Eric Michelson brings experience from previous roles at ClearBridge Investments, JPMorgan Chase & Co., Lord, Abbett & Co. LLC and Morgan Stanley. Eric Michelson holds a 2004 - 2008 Marketing in Rutgers School of Business- Undergraduate @ Rutgers University. With a robust skill set that includes New York, Checks, Investment Vehicles, Wealth Management, Strategic Financial Planning and more. Eric Michelson has 1 emails and 2 mobile phone numbers on RocketReach.
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