Berkeley Revenaugh

Berkeley Revenaugh

Portfolio Manager-Equities at Franklin Advisers, Inc.

Finance
Consumer Services

Profile

Ms. Berkeley B.
Revenaugh is a Portfolio Manager at Franklin Advisers, Inc. and at Franklin Mutual Advisers LLC.
Previously, she served as a senior client portfolio manager for Franklin Templeton Investment Solutions and was responsible for designing, managing, and maintaining multi-asset investment solutions for institutional clients in North, Central, and South America.
Ms. Belknap spent 11 years at Windward Investment Management, which became Windhaven Investment Management when it was acquired by Charles Schwab.
The firm designed 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 also began the San Francisco office for the Boston-based firm and helped grow the firm's client base in the western U.S.
Once the firm was acquired, Ms. Belknap led the integration of the firm with Schwab on the west coast.
Previously, she 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 in history from Yale University.
She also holds the CFA Institute Certificate in ESG Investing.

Berkeley Revenaugh active positions

CompaniesPositionStart
Portfolio Manager-Equities 2019-02-28
Portfolio Manager-Equities -
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Former positions of Berkeley Revenaugh

CompaniesPositionEnd
Corporate Officer/Principal -
Corporate Officer/Principal -
Portfolio Manager-Equities -
Analyst-Equity 2006-12-30
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Training of Berkeley Revenaugh

Yale University Undergraduate Degree

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100 +

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7

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Private companies6

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