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Institutional Investor Advisor Individual Investor

Pankaj Naik, CFA

Director, Client Portfolio Manager
24 Years experience
5 Years at ClearBridge

Experience

  • 24 years of investment industry experience
  • Joined ClearBridge Investments in 2016
  • Member of the CFA Institute
  • Jennison Associates - Portfolio Specialist, Income & Infrastructure Team
  • J.P. Morgan Asset Management - Product Strategist, Domestic & International Equities
  • OppenheimerFunds Inc. - Senior Product Manager, Domestic Core Equities & Global Equities
  • J.P. Morgan Investment Management - Business Analyst, Marketing Strategies & Communications
  • BS in Business Administration from the State University of New York at Buffalo

Pankaj “Nick” Naik joined ClearBridge in 2016 and has 24 years of investment industry experience. Prior to joining ClearBridge, Nick was a Portfolio Specialist, Income & Infrastructure Team, at Jennison Associates. He was also previously a Product Strategist, Domestic & International Equities, for J.P. Morgan Asset Management, Senior Product Manager, Domestic Core Equities & Global Equities, at OppenheimerFunds, and Business Analyst, Marketing Strategies & Communications, at J.P. Morgan Investment Management. Nick is also a member of the CFA Institute. Nick received a BS in Business Administration from the State University of New York at Buffalo.

Perspectives

Contact Pankaj