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Pankaj Naik, CFA

Pankaj Naik, CFA

Director, Senior Client Portfolio Manager
29 Years experience
10 Years at firm

Pankaj "Nick" is a Senior Client Portfolio Manager at ClearBridge Investments. He joined the firm in 2016 and has 29 years of investment industry experience.

Nick joined ClearBridge as a Senior Portfolio Specialist and was named a Client Portfolio Manager in 2018. Prior to joining ClearBridge, Nick was a Portfolio Specialist for the Income & Infrastructure Team at Jennison Associates; Product Strategist for Domestic & International Equities at J.P. Morgan Asset Management; Senior Product Manager for Domestic Core Equities & Global Equities at OppenheimerFunds; and a Business Analyst for Marketing Strategies & Communications at J.P. Morgan Investment Management.

Nick received a B.S. in business administration from the State University of New York at Buffalo. He is a CFA® charterholder.

Experience

  • 29 years of investment industry experience
  • Joined the firm in 2016
  • Jennison Associates – Portfolio Specialist, Income & Infrastructure Team
  • J.P. Morgan Asset Management – Product Strategist, Domestic & International Equities
  • OppenheimerFunds – Senior Product Manager, Domestic Core Equities & Global Equities
  • J.P. Morgan Investment Management - Business Analyst, Marketing Strategies & Communications
  • B.S. in business administration from the State University of New York at Buffalo
  • CFA® charterholder

Perspectives

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