ClearBridge Investments
Jeff Schulze, CFA, currently serves as the Head of Economic and Market Strategy, Investment Strategist, and Senior Portfolio Specialist at ClearBridge Investments since November 2014. Prior to this role, Jeff worked at Lord, Abbett & Co. LLC from January 2006 to November 2014, holding positions as Portfolio Specialist, Retirement Platform Consultant, and Retirement Plan Specialist. Jeff earned a degree in Finance from Rutgers University, where studies were completed between 2002 and 2005.
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ClearBridge Investments
ClearBridge Investments is a well-established global investment manager with a legacy dating back 60 years and $157.8 billion in assets under management as of March 31, 2023. We are committed to long-term results through active management. Led by the insight of proprietary, fundamental research and a team of 43 Portfolio Managers with an average of 28 years of investment industry experience, our investment process provides clients with equity-focused strategies in a number of investment vehicles and personalized, value-added client service. Our strategies are oriented around three primary investment objectives: Low Volatility, High Active Share and Income Solutions. Owned by Franklin Resources, ClearBridge operates with investment independence from headquarters in New York and offices in Baltimore, Ft. Lauderdale, London, San Mateo, Sydney and Wilmington.