ClearBridge Investments
Lisa A. Williams has a diverse work experience in the field of marketing and communications, with a strong focus on the investment management industry. Lisa A. is currently serving as the Director of Marketing at ClearBridge Investments since April 2017. Prior to that, they held the position of Member of the Board of Directors and Head of Sponsor Relations at PAICR - The Asset Management Marketing Association from January 2015 to January 2019. Before PAICR, Lisa worked as a Vice President - Marketing Manager at Allianz Global Investors from July 2013 to September 2016. Lisa A. also worked at Credit Suisse as a Vice President - Distribution Marketing from September 2010 to July 2013 and as a Manager / Vice President - Marketing from April 2005 to July 2008. Lisa started their career at Thomson Reuters as a Senior Research Analyst/Editor from June 1998 to October 2000. Overall, Lisa brings a wealth of experience in marketing and communications within the investment management industry.
Lisa A. Williams obtained a Bachelor of Science (BS) degree in Finance and Accounting from NYU Stern School of Business. Lisa A. then went on to pursue a Master's degree in Strategic Communications from Columbia University, which they are expected to complete in 2021. In addition to their academic qualifications, they obtained a certification as a Notary Public from New York State in April 2019.
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.