Our Team

Charlotte Walsh joined ClearBridge Investments in 2017 as an Institutional Sales Manager. She has 28 years of investment industry experience working in direct sales and consultant relations.

Prior to joining ClearBridge, Charlotte was a Consultant Relations Director at Putnam Investments in Boston, and has worked at a number of investment consulting and investment management firms in Chicago and New York, such as Ranieri Partners Management, Allegiant Asset Management, Oppenheimer Capital, JPMorgan Asset Management and Stratford Advisory Group. She also co-founded her own direct marketing firm for asset managers, Glen Point Partners, in 2009. Charlotte started her career in the investment industry at William M. Mercer Investment Consulting.

Charlotte studied economics at Northwestern University and is a CFA charterholder.

Experience

• 28 years of investment industry experience
• Joined ClearBridge Investments in 2017
• Member of the CFA Institute
• Putnam Investments – Consultant Relations Director
• Ranieri Partners Management – Managing Director
• Glen Point Partners – Partner
• Allegiant Asset Management – Managing Director, Consultant Relations
• Oppenheimer Capital – Senior Vice President, Consultant Relations
• Banc One Investment Advisors/JPMorgan Asset Management – Managing Director
• Stratford Advisory Group – Senior Consultant
• William M. Mercer Investment Consulting – Principal