Eric Michelson Email & Phone Number

Vice President, SMA — Franklin Templeton Private Portfolio Group, LLC @ ClearBridge Investments

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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
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2011 - 2011 Accounts Payable @ Fedway Associates
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2009 - 2010 Analyst, Supervisor of SES Program @ NYC Department of Education
2008 - 2009 Financial Advisor @ Financial Services Company
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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

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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.

Eric Michelson Emails

Found 1 emails

@gmail.com

Eric Michelson Phone Numbers

Found 2 phone numbers

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