Roger Michaud

Senior Vice President, Northeast Central Wirehouse Division @Franklin Templeton

Newport, RI, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2020 — Present

Senior Vice President, Northeast Central Wirehouse Division @Franklin Templeton

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Oversee 14 senior advisor consultants across Midwest, Mid-Atlantic and New England territories. Created Franklin Templeton’s first national New York Stock Exchange (NYSE) division to cover wirehouses and regional firms, including Merrill Lynch, Morgan Stanley, UBS, Wells Fargo, RBC, Raymond James, and Janney. Launched K2 Alternative Strategy Fund, 40-act fund of hedge funds with $663M assets under management(AUM) in 2012. College Savings, Franklin Templeton 529 Plan, NJBEST; grew AUM from $250M to $6.6B.

EDUCATION

N/A

Marquette University

Bachelor of Arts (B.A.)

SKILLS

Asset AllocationMutual FundsPortfolio ManagementWealth ManagementCollege Savings StrategiesAlternative InvestmentsAsset Management

ABOUT ROGER MICHAUD

Establishing relationships is the most essential tool for asset growth. I am a finance…

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Roger Michaud — Senior Vice President, Northeast Central Wirehouse Division at Franklin Templeton in Newport, RI, US | Unifers