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.
Kate Lakin

Kate Lakin

Director of Research, Portfolio Manager

Location
Boston, Massachusetts,
United States
Experience
18
At Putnam Investments
14
Putnam Investments

Sign in to view documents

About Kate

Kate is Director of Research and responsible for managing an experienced team of equity analysts, covering all sectors and regions. She directs research initiatives, facilitates collaboration between Putnam portfolio managers and analysts, and ensures the quality of fundamental analysis and output. In addition, Kate is a Portfolio Manager of Putnam's Balanced, Focused U.S. Research, U.S. Research, and Global Research strategies. Based in the Boston office, she joined Putnam in 2012 and has been in the investment industry since 2008.

Prior to joining Putnam, Kate was an Equity Research Analyst from 2011 to 2012 and an Equity Research Associate from 2008 to 2011 at Fidelity Investments.

Kate earned an M.B.A. from Yale School of Management and a B.A. from Wellesley College.

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