Heather Louise Waddell
Analyst-Equity at Templeton Investment Counsel LLC
Profile
Ms. Heather L.
Waddell, CFA MBA, is an Executive Vice President, Portfolio Manager & Research Analyst at Templeton Investment Counsel LLC.
She joined the Templeton organization in 1996.
Ms. Waddell is a research analyst and lead portfolio manager on a number of institutional separate account relationships and sub-advised portfolios.
She is the industrials sector team leader and has research responsibility for global small capitalization cyclical and capital goods.
She is also a member of the information technology sector team with research responsibility for the global consumer electronics and office electronics industries, and has country research responsibility for Turkey, Greece, Colombia and Peru.
Ms. Waddell earned an M.B.A.
from the Columbia University Graduate School of Business in New York and a B.A.
in economics from the University of California, Santa Cruz.
She is a Chartered Financial Analyst and an active member of the Columbia University and the University of California Alumni associations, and the South Florida Society of Financial Analysts.
Heather Louise Waddell active positions
Companies | Position | Start |
---|---|---|
Templeton Investment Counsel LLC
Templeton Investment Counsel LLC Investment ManagersFinance Templeton Investment Counsel LLC (TIC) is a SEC-registered investment advisor and mutual fund manager headquartered in Fort Lauderdale, Florida. The firm was founded in 2000 and is a wholly-owned subsidiary of Templeton Worldwide, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). TIC provides investment advisory and portfolio management services to US and non-US registered funds, and unregistered funds, as well as separate accounts for institutional and high net-worth clients. | Analyst-Equity | 1995-12-31 |
Training of Heather Louise Waddell
University of California, Santa Cruz | Undergraduate Degree |
The Trustees of Columbia University in The City of New York | Masters Business Admin |
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Private companies | 1 |
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Templeton Investment Counsel LLC
Templeton Investment Counsel LLC Investment ManagersFinance Templeton Investment Counsel LLC (TIC) is a SEC-registered investment advisor and mutual fund manager headquartered in Fort Lauderdale, Florida. The firm was founded in 2000 and is a wholly-owned subsidiary of Templeton Worldwide, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). TIC provides investment advisory and portfolio management services to US and non-US registered funds, and unregistered funds, as well as separate accounts for institutional and high net-worth clients. | Finance |
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