Lead Portfolio Manager, Global Small Cap
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Award-winning global small cap portfolio manager with 24 years of investment experience and an 18-year track record at Templeton Investment Counsel. Managed $4.5B average AUM across the Templeton Global, International, and Foreign Smaller Companies Funds. Generated 185bps gross alpha over the full cycle.
Award winner for best 3 & 5-year performance (2012). Fundamentally driven, value-oriented, globally unconstrained stock-picker with deep institutional relationships across the consultant community.
Executive Vice President & Lead Portfolio Manager — Templeton Investment Counsel (2007–2026). Managed $4.5B in global small cap mandates; grew AUM from $237M to $7B. Director of Small Cap Research (2018–2026), leading an 8-person team.
Analyst (2001–2007), covering global small cap consumer and cyclicals.
MBA / MS Finance & Accounting — NYU Stern School of Business (1998). BS Economics — University of Michigan (1996). CPA — Licensed in New York and Florida (2000).
