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.
Lisa Wang, CFA

Lisa Wang, CFA

Senior Vice President, Head of EMEA Investment Strategy

Location
New York, New York,
United States

Sign in to view documents

About Lisa

Lisa Wang is a senior vice president and Head of EMEA Investment Strategy for Franklin Templeton Investment Solutions (FTIS). She leads the development and management of investment strategies for institutional and intermediary clients across the EMEA region.

Ms. Wang was previously the head of goals-based solutions and head of investment solutions focused on the Americas, where she was responsible for designing, managing, and maintaining multi-asset investment solutions for institutional clients. In that role, she focused primarily on Latin American, Canadian, and ex-US mandates. Prior to this, she served as a portfolio manager for FTIS and was responsible for asset allocation (multi-asset) strategies, including target-date, target-risk, volatility-controlled, ESG, and customized solutions.

Prior to joining Franklin Templeton, Ms. Wang led the multi-asset portfolio management team for QS Investors, a quantitative multi-asset and equity manager. QS Investors combined with Franklin Templeton Multi-Asset Solutions in October 2020 to create Franklin Templeton Investment Solutions. Her earlier experience includes working as an ETF market maker and portfolio trader at Deutsche Bank, and as a research analyst at Gleacher Fund Advisors, a multi-strategy fund of hedge funds.

Ms. Wang holds a bachelor of science degree in accounting and a bachelor of arts in music from SUNY Binghamton, as well as an MBA from the Booth School of Business at the University of Chicago, with concentrations in finance, entrepreneurship, and strategic management. She is a Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA, inactive). Lisa is also a graduate of the pre-college division of Juilliard, with a major in piano.

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