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Brad Berggren

Brad Berggren

Senior Vice President, Co-Chief Investment Officer

Location
Westport, Connecticut,
United States
Experience
0
At ClearBridge Investments
6
ClearBridge Investments

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About Brad

Brad joined Franklin Templeton in May of 2023 as part of its acquisition of volScout, LLC where he served as a Co-Founder and Managing Partner. Previously, he was a Managing Director of Alaia Capital/m+ funds (acquired by Axio Financial) and a Managing Partner of Finance IQ.

From 2002-2016, Brad was the Founder, CEO and CIO of Parametric Risk Advisors (and its predecessor company, Managed Risk Advisors, which was acquired by Parametric and Eaton Vance), an investment management business that specializes in separate account management of options-based strategies and development of investment strategies/products for prominent taxexempt institutions and ultra-high net worth families.

Prior to founding Managed Risk Advisors, Brad was a founding member, Managing Director and COO of Bank of America's Equity Financial Products business which oversaw listed and OTC equity derivatives and convertible bond origination and trading.

Brad holds a Bachelor of Arts in History and Political Science from the University of Vermont.

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