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Rick J. Polsinello, CIMA

Senior Market Strategist

Summary

Location:

Boston, Massachusetts, United States

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As a Senior Market Strategist for the Franklin Templeton Institute, Rick leverages the knowledge of the firm's autonomous investment teams to communicate investment views and opinions to internal and external clients and prospects. He also shares key insights on the economy and financial markets with them.

Prior to his current role, Rick was a Senior Market Strategist of Capital Market Strategies in the Global Investment Strategies group at Putnam. Previously at Putnam, he was a Senior Investment Director, specializing in fixed income. Prior to that, Rick was an Internal Specialist and Internal Wholesaler at Eaton Vance, a Financial Consultant at Rizzetta & Company, an analyst at GE and PwC and a Financial Advisor at UBS.

Rick has a B.S. from Providence College. He has earned his CIMA designation from the Investment Management Consultants Association, in conjunction with the Wharton School of Business at the University of Pennsylvania. He holds his Series 7, 24, and 66 licenses with FINRA and is a CFA Level III candidate.