Private Wealth Division

Franklin Templeton has a long-standing commitment to financial professionals founded in the value of advice. With this commitment, we have a team of seasoned professionals and resources dedicated to providing exceptional service to independent investment advisers.

Our professionals serve as a knowledgeable resource in representing our broad range of investment strategies and products to meet your clients’ needs. We also have the resources and expertise to provide in-depth information and analysis to service your due diligence process.

Contact Us

Regional Teams

The Private Wealth Division serves Registered Investment Advisors, Family Offices, Private Banks, and Bank Trusts.

New England Region

Paul McKenna, CFP^®
Private Wealth Director
Private Wealth Division
Paul.McKenna@franklintempleton.com

Aaron Dale
Private Wealth Consultant
Private Wealth Division
Aaron.Dale@franklintempleton.com
Schedule a Phone Appointment with Aaron

New York Metro Region

Mike Slocum
Private Wealth Director
Private Wealth Division
Mike.Slocum@franklintempleton.com

Aaron Dale
Private Wealth Consultant
Private Wealth Division
Aaron.Dale@franklintempleton.com
Schedule a Phone Appointment with Aaron

Mid-Atlantic Region

Daniel Rodriguez, MBA, CIMA^®
Private Wealth Director
Private Wealth Division
Daniel.Rodriguez@franklintempleton.com

Greg Manger
Private Wealth Consultant
Private Wealth Division
Greg.Manger@franklintempleton.com
Schedule a Phone Appointment with Greg

Southeast Region

Thomas Bloomer, CFP^®, CAIA^®
Private Wealth Director
Private Wealth Division
Tom.Bloomer@franklintempleton.com

Russ Pygott, CIMA^®
Private Wealth Consultant
Private Wealth Division
Russ.Pygott@franklintempleton.com
Schedule a Phone Appointment with Russ

Jay Schmidt
Private Wealth Director
Private Wealth Division
James.Schmidt@franklintempleton.com

Ohio Valley Region

JG Guidera
Private Wealth Director
Private Wealth Division
JG.Guidera@franklintempleton.com

Shane Ward, AIF^®
Private Wealth Consultant
Private Wealth Division
Shane.Ward@franklintempleton.com
Schedule a Phone Appointment with Shane

Midwest Region

Paddy Stanton, CIMA^®
Private Wealth Director
Private Wealth Division
Padraic.Stanton@franklintempleton.com

Greg Manger
Private Wealth Consultant
Private Wealth Division
Greg.Manger@franklintempleton.com
Schedule a Phone Appointment with Greg

Great Plains Region

Jake Walter
Private Wealth Director
Private Wealth Division
Jake.Walter@franklintempleton.com

Jim Bodson
Private Wealth Consultant
Private Wealth Division
Jim.Bodson@franklintempleton.com
Schedule a Phone Appointment with Jim

South Central Region

Jennifer Alberding
Private Wealth Director
Private Wealth Division
Jennifer.Alberding@franklintempleton.com

Jim Bodson
Private Wealth Consultant
Private Wealth Division
Jim.Bodson@franklintempleton.com
Schedule a Phone Appointment with Jim

Mountain States Region

David Henry 
Private Wealth Director
Private Wealth Division
David.Henry@franklintempleton.com

Shane Ward, AIF^®
Private Wealth Consultant
Private Wealth Division
Shane.Ward@franklintempleton.com
Schedule a Phone Appointment with Shane

Southwest Region

Michael Cochrane
Private Wealth Director
Private Wealth Division
Michael.Cochrane@franklintempleton.com

Richard Parrey, CIMA^®
Private Wealth Consultant
Private Wealth Division
Richard.Parrey@franklintempleton.com
Schedule a Phone Appointment with Rich

Great Basin Region

Michael Wolman
Private Wealth Director
Private Wealth Division
Michael.Wolman@franklintempleton.com

Shane Ward, AIF^®
Private Wealth Consultant
Private Wealth Division
Shane.Ward@franklintempleton.com
Schedule a Phone Appointment with Shane

Pacific Northwest Region

James Mitchell
Private Wealth Director
Private Wealth Division
James.Mitchell@franklintempleton.com

Richard Parrey, CIMA^®
Private Wealth Consultant
Private Wealth Division
Richard.Parrey@franklintempleton.com
Schedule a Phone Appointment with Rich

Management Team

JONATHAN KINGERY, CFP^®, AIF^®

• Head of Private Wealth Division
  Jonathan.Kingery@franklintempleton.com

MICHAEL STROBEL

• Internal Sales Manager
  Private Wealth Division
  Michael.Strobel@franklintempleton.com