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שם | כותרת | משנת | עד שנת |
---|---|---|---|
Michael J. Conn | Senior Vice President | 2020 | עכשיו |
ביוגרפיה | Mr. Conn has been a portfolio manager of Franklin Advisers, Inc since November 2020. He joined Franklin Templeton in 2006. | ||
John Bonelli | Vice President | 2020 | עכשיו |
ביוגרפיה | Mr. Bonelli is a Portfolio Manager and Research Analyst of Franklin Advisers, Inc. He joined Franklin Templeton Investments in 2010. | ||
John Wiley | Lead Portfolio Manager | 2020 | עכשיו |
ביוגרפיה | John Wiley, Senior Vice President, has been a lead portfolio manager since 1993. Wiley has been an analyst or portfolio manager with Franklin Templeton Investments, his employer since 1989. He holds the Chartered Financial Analyst designation. | ||
Christopher S. Sperry | Vice President | 2020 | עכשיו |
ביוגרפיה | Sperry has been an analyst or portfolio manager of Franklin Templeton Investments, his employer since 1996. Sperry holds the Chartered Financial Analyst designation. | ||
Nicholas K. Bucklin | Portfolio Manager | 2014 | 2020 |
ביוגרפיה | Nicholas Bucklin is a Vice President and Portfolio Manager in the Municipal Bond department. He is a co-Portfolio Manager for the Franklin Massachusetts, Minnesota, Ohio, New York Intermediate, and Federal Limited Term Tax-Free Income Funds. Nick is also a lead Portfolio Manager for Franklin Separately Managed Accounts and a member of the investment committee for the Franklin Municipal SMA strategy. Nick also manages one of the firm's actively managed municipal bond exchange traded funds (ETFs). Mr. Bucklin joined Franklin Templeton in 2008. He holds an MBA from UC Berkeley, Haas School of Business (2016) and a B.A. degree in history from Boston College. He is a Chartered Financial Analyst (CFA) charterholder, a member of the CFA Institute, and a member of the CFA Society of San Francisco. He is also a member of the National Federation of Municipal Analysts and the Municipal Bond Club of San Francisco. | ||
James Patrick Conn | Senior Vice President | 1999 | 2020 |
ביוגרפיה | Mr. Conn is a senior vice president and portfolio manager with Franklin Advisers, Inc, his employer since 1996. He has final authority over all aspects of the Fund's investment portfolio, including but not limited to, purchases and sales of individual securities, portfolio risk assessment, and the management of daily cash balances in accordance with anticipated management requirements. Mr. Conn holds the Chartered Financial Analyst designation. | ||
John Pomeroy | Senior Vice President | 1989 | 2020 |
ביוגרפיה | John Pomeroy is senior vice president of Franklin Advisers, Inc. He provides research and advice on the purchases and sales of individual securities, and portfolio risk assessment. Mr. Pomeroy joined Franklin Templeton Investments in 1986. | ||
Francisco Rivera | Portfolio Manager | 1996 | 2013 |
ביוגרפיה | Francisco Rivera,Vice President, has been a lead portfolio manager since 1996. He has primary responsibility for the investments. He has final authority over all aspects of the Fund's investment portfolio, including but not limited to, purchases and sales of individual securities, portfolio risk assessment, and the management of daily cash balances in accordance with anticipated investment management requirements. The degree to which he may perform these functions, and the nature of these functions, may change from time to time. He joined Franklin Templeton Investments in 1994. | ||
Joseph Gotelli | Vice President | 2007 | 2008 |
ביוגרפיה | Mr. Gotelli, Portfolio Manager and Vice President, has joined American Century Investments since 2008. He has shared primary responsibility for the management of the fund, and has served on teams managing fixed-income investments since joining the advisor. Prior to joining American Century Investments, he was an assistant portfolio manager at Franklin Templeton Investments for seven years. He has a bachelor’s degree in business economics from the University of California, Santa Barbara and an MBA from Santa Clara University. | ||
Sheila Amoroso | Co-Director | 1987 | 2005 |
ביוגרפיה | Amoroso is portfolio manager with Franklin Advisers, she joined the firm in 1986. She is also co-director of Franklin's Bond Department. Amoroso is a member of the San Francisco Municipal Bond Club and the California Society of Municipal Analysts. |
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