Brett S. Goldstein, CFA

Brett Goldstein is head of asset allocation portfolio management for Franklin Templeton Investment Solutions. In his role, Mr. Goldstein oversees a global team of portfolio managers providing multi-asset solutions. His expertise includes managing and developing target risk, target volatility, target date, multi-asset income, risk parity, absolute return, and derivative overlay strategies. His focus has been top-down quantitative asset allocation, risk management, and portfolio construction. Mr. Goldstein is a member of the Investment Strategy & Research Committee (ISRC) and Policy Portfolio Positioning Group, which sets asset allocation guidance for FTIS.

Most recently, Mr. Goldstein was head of US retirement portfolio management for FTIS, overseeing retirement glide path research and implementation in addition to serving as a portfolio manager for target date, traditional asset allocation, and multi-asset income strategies.

Previously, he was the co-chief investment officer for the Global Asset Allocation group at Putnam Investments, and a member of the firm's Operating Committee, directing overall strategy and positioning of the team's offerings. He also served as a portfolio manager of Putnam Investments' target date, traditional asset allocation, multi asset income, and total return strategies. Mr. Goldstein started his career at Putnam in 2010 and has held various roles including analyst and investment associate within the Global Asset Allocation group. When Putnam Investments merged with Franklin Templeton, its Global Asset Allocation group combined with Franklin Templeton Investment Solutions.

Mr. Goldstein holds two bachelor of science degrees in biometry and statistics and finance and an MPS in finance, all from Cornell University. He is a Chartered Financial Analyst (CFA) charterholder.