Berkeley Belknap
SVP/Head of US Portfolio Management, Franklin Templeton Investment Solutions
Berkeley Belknap is a senior vice president and the head of US Advisory Portfolio Management for Franklin Templeton Investment Solutions.
In this role, Ms. Belknap leads portfolio management for all US asset allocation portfolios for model platforms, target risk mutual funds, target date funds, 529 programs and insurance platform portfolios. Additionally, she is Co-Chair of the FTIS Portfolio Review Committee and serves on the FTIS Policy Portfolio Positioning Group, the FTIS APAC Investment Committee, and the FTIS Private Markets/Alternatives Investment Committee. She previously held in several roles within Franklin Templeton Investment Solutions. In addition to being a portfolio manager for the US and LATAM asset allocation portfolios, she has managed the APAC portfolio management team and process, the manager research team, and the portfolio analysis team. Prior to her portfolio management roles, she served as a senior client portfolio manager responsible for designing, managing, and maintaining multi-asset investment solutions for institutional clients in the US and LATAM.
Prior to joining Franklin Templeton, Ms. Belknap spent 11 years at Boston-based Windward Investment Management (Windhaven Investment Management after being acquired by Charles Schwab), which designs global asset allocation ETF portfolios by using both tactical and strategic allocations with a combination of quantitative and qualitative tools. She was a member of the investment committee and a portfolio strategist. She opened the firm’s San Francisco office and helped grow the client base in the western U.S. She also led the integration of the firm with Schwab on the west coast.
Previously, Ms. Belknap worked at both Fairview Capital as a partner and portfolio manager and at Trainer, Wortham as a portfolio manager and research analyst, managing equity portfolios for separate accounts. She began her career in investment banking at Morgan Stanley in the global debt group within debt capital markets and with the options trading team within foreign exchange.
Ms. Belknap holds a bachelor of arts degree in history from Yale University. She also holds the CFA Institute Certificate in ESG Investing.
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berkeleyrevenaugh/
