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Institutional Investor Advisor Individual Investor

Jeffrey Russell, CFA

Managing Director, Portfolio Manager
36 Years experience
27 Years at ClearBridge

"We use a long-term approach, while seeking to exploit price volatility, data deluge and illiquidity in the market."

Jeff co-manages the Small Cap Growth, Mid Cap Growth and SMID Cap Growth products. He has 36 years of investment industry experience and joined the organization in 1990. Jeff began his career at Drexel Burnham Lambert as a media analyst and later became a global portfolio manager. He is a member of the ClearBridge Investments Management Committee.

Jeff has extensive experience analyzing and investing in both international and domestic companies of all market capitalizations. Jeff earned a BS in Civil Engineering from the Massachusetts Institute of Technology and an MBA from the Wharton School at the University of Pennsylvania. He is a member of the CFA Institute and of the New York Society of Security Analysts. He serves as a board member for several non-profit organizations and enjoys playing squash.

Experience

  • 36 years of investment industry experience
  • Joined a predecessor firm in 1990
  • Member of the ClearBridge Management Committee
  • Member of the New York Society of Security Analysts
  • Member of the CFA Institute
  • Drexel Burnham Lambert - International Portfolio Manager, a Media Analyst and a Global Portfolio Manager
  • MBA from the Wharton School at the University of Pennsylvania
  • BS in Civil Engineering from the Massachusetts Institute of Technology

Perspectives

  • Mid Cap Growth Strategy
    1Q17 Commentary: Upticks in economic growth and technology spending bode well for the portfolio.
  • SMID Cap Growth Strategy Update
    1Q17 Update: Portfolio Manager Jeffrey Russell, CFA, discusses the importance of active management, gives an update on the portfolio and talks about the technology sector.
  • Small Cap Growth Strategy
    1Q17 Commentary: Innovative technology and health care stocks drove results amidst a growth rally.
  • Mid Cap Growth Strategy
    4Q16 Commentary: The potential for tax reform and fiscal spending benefited mid caps during the quarter.