Leaving Franklin Templeton

Clicking OK below will take you to an independent site. Information and services provided on this independent site are not reviewed by, guaranteed by, or endorsed by Franklin Templeton or its affiliates. Please keep in mind that this independent site's terms and conditions, privacy and security policies, or other legal information may be different from those of Franklin Templeton's site. Franklin Templeton is not liable for any direct or indirect technical or system issues, consequences or damages arising from your use of this independent website.
James P. Stoeffel

James P. Stoeffel

Portfolio Manager

Location
New York, New York,
United States
Experience
33
At Royce Investment Partners
17

Sign in to view documents

About James

James P. Stoeffel is a Portfolio Manager for Royce Investment Partners. Mr. Stoeffel serves as Portfolio Manager for Royce Micro-Cap Fund, Royce Capital Fund—Micro-Cap Portfolio, and Royce Micro-Cap Trust, a closed-end fund. He also manages portfolios in the firm’s Small-Cap Opportunistic Value strategy, including Royce Opportunity Fund, an open-end mutual fund.

Prior to joining Royce Investment Partners, Mr. Stoeffel co-founded and managed a hedge fund for Rebus Partners. Prior to that, he was employed by Cramer Rosenthal McGlynn, LLC (2001-2008) and served as Co-Manager for the Small Cap, All Cap, and CRM Partners LP funds. In addition, he was Director of Research at Palisade Capital (1999-2001) and Vice President of Research at Salomon, Smith Barney (1993-1999). He began his career as a Financial Services Industry auditor (1984-1992).

Mr. Stoeffel received a bachelor’s degree from Washington & Lee University and a Master of Business Administration from New York University.

Sign in to view documents

Download the Franklin Templeton 529 Program Description

You’re almost there.
Please agree to receive the Franklin Templeton 529 Program Description electronically, then the application will be ready to download on the next page.
Open, read, and retain the Program Description and Participation Agreement:
Franklin 529 College Savings Plan - Program Description and Participation Agreement
By clicking “I agree” and accessing this document, you acknowledge and agree that:
Electronic Delivery - The Program Description is being delivered to you in electronic form in lieu of paper delivery.
Consent - You hereby consent to receive this document electronically and acknowledge that such electronic delivery satisfies any legal or contractual requirements that this document is provided to you in writing.
Ability to Access - You represent that you have the necessary hardware and software to access, view, download, and retain the document in electronic form (including PDF format), and that you are able to print a copy for your records if you choose.
Retention - You are responsible for retaining a copy of the downloaded document for your records.
Withdrawal of Consent - Your consent applies solely to this document. If you do not consent, you should not proceed with the download and may request a paper copy by calling (866) 362-1597.
The application will open once “I Agree” is pressed.

Sign in to view documents