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Our Team Relationship Management From the initial touchpoints of our sales teams to the cultivation and support of long-term relationships by our client service team, ClearBridge strives to create success and stability for our clients. We do this by delivering superior client service throughout the entire investment experience. Vinay Nadkarni Head of Global Business Development 27 Years experience 24 Years at ClearBridge "Through close collaboration with our investment team, we strive to give our clients perspective on both general markets and specific positioning in our portfolios." Nicole Tarallo Head of Client Service 30 Years experience 30 Years at ClearBridge "Our team of experienced business development professionals seeks to provide value-added service in all facets and phases of our client relationships." Kathleen Anderson Client Portfolio Manager 24 Years experience 24 Years at ClearBridge Timothy Angeloni Client Service Manager 19 Years experience 18 Years at ClearBridge George Antonak Business Development Manager 33 Years experience 2 Years at ClearBridge James Arnold, CFA Business Dev. Manager 17 Years experience 3 Years at ClearBridge Wendy Back Matt Bushby Evelyn Cabrera Mike Coolahan

27 Years experience 30 Years at ClearBridge 30 Years experience … · 2020-05-25 · Portfolio Specialist 9 Years experience 6 Years at ClearBridge Gregory Herneman Business Dev

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Page 1: 27 Years experience 30 Years at ClearBridge 30 Years experience … · 2020-05-25 · Portfolio Specialist 9 Years experience 6 Years at ClearBridge Gregory Herneman Business Dev

Our Team

Relationship ManagementFrom the initial touchpoints of our sales teams to the cultivation and support of long-term relationships by our clientservice team, ClearBridge strives to create success and stability for our clients. We do this by delivering superior client servicethroughout the entire investment experience.

Vinay NadkarniHead of Global Business

Development

27 Years experience24 Years at ClearBridge

"Through closecollaboration withour investment team,we strive to give ourclients perspectiveon both generalmarkets and specificpositioning in ourportfolios."

Nicole TaralloHead of Client Service

30 Years experience30 Years at ClearBridge

"Our team ofexperienced businessdevelopmentprofessionals seeks toprovide value-addedservice in all facetsand phases of ourclient relationships."

Kathleen AndersonClient Portfolio Manager

24 Years experience24 Years at ClearBridge

Timothy AngeloniClient Service Manager

19 Years experience18 Years at ClearBridge

George AntonakBusiness Development

Manager

33 Years experience2 Years at ClearBridge

James Arnold, CFABusiness Dev. Manager

17 Years experience3 Years at ClearBridge

Wendy Back Matt Bushby Evelyn Cabrera Mike Coolahan

Page 2: 27 Years experience 30 Years at ClearBridge 30 Years experience … · 2020-05-25 · Portfolio Specialist 9 Years experience 6 Years at ClearBridge Gregory Herneman Business Dev

Client Service Manager

22 Years experience22 Years at ClearBridge

Head of InfrastructureBusiness Development

21 Years experience8 Years at ClearBridge

Client Service Manager

29 Years experience13 Years at ClearBridge

Marketing and ClientService Manager

24 Years experience12 Years at ClearBridge

Bayley DavisClient Portfolio Manager

28 Years experience8 Years at ClearBridge

Jacob DrossnerPortfolio Specialist

3 Years experience3 Years at ClearBridge

Terence FennessyBusiness Development

Manager

24 Years experience6 Years at ClearBridge

Robin FreemanPortfolio Specialist

14 Years experience10 Years at ClearBridge

Nicole FreemyerBusiness Development

Associate

5 Years experience4 Years at ClearBridge

Kenny FungClient Service Manager

14 Years experience8 Years at ClearBridge

Raisa Gusakova-RiveroClient Service Manager

14 Years experience12 Years at ClearBridge

Corey HardiePortfolio Specialist

9 Years experience6 Years at ClearBridge

Gregory HernemanBusiness Dev. Associate

5 Years experience2 Years at ClearBridge

Josh Jamner, CFAInvestment Strategy

Analyst

11 Years experience3 Years at ClearBridge

Robert JohansonClient Portfolio Manager

27 Years experience26 Years at ClearBridge

Jeffrey LaynClient Portfolio Manager

30 Years experience12 Years at ClearBridge

Page 3: 27 Years experience 30 Years at ClearBridge 30 Years experience … · 2020-05-25 · Portfolio Specialist 9 Years experience 6 Years at ClearBridge Gregory Herneman Business Dev

Pankaj Naik, CFAClient Portfolio Manager

23 Years experience4 Years at ClearBridge

Lindsay McCullaBusiness Development

Manager

12 Years experience6 Years at ClearBridge

Christy McKeeBusiness Development

Manager

19 Years experience1 Year at ClearBridge

Michael MayerClient Service Manager

23 Years experience22 Years at ClearBridge

Matthew ReardonBusiness Development

Associate

Jessica RinchiusoAccount Services Manager

16 Years experience16 Years at ClearBridge

Stephanie RubinClient Service Manager

17 Years experience11 Years at ClearBridge

Nicole SlawinskiClient Service Manager

7 Years experience

Jeffrey Schulze, CFAInvestment Strategist

15 Years experience6 Years at ClearBridge

Ryan Virag, CFAClient Portfolio Manager

20 Years experience8 Years at ClearBridge

Kathryn WalshPortfolio Associate

24 Years experience24 Years at ClearBridge

Timothy WestBusiness Development

Manager

34 Years experience9 Years at ClearBridge

Page 4: 27 Years experience 30 Years at ClearBridge 30 Years experience … · 2020-05-25 · Portfolio Specialist 9 Years experience 6 Years at ClearBridge Gregory Herneman Business Dev

Juliet WillettsRelationship Manager

37 Years experience33 Years at ClearBridge

Daniel YangAccount Services Manager

5 Years experience2 Years at ClearBridge

ClearBridge InvestmentsClearBridge.com