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.
Shep Perkins, CFA

Shep Perkins, CFA

Chief Investment Officer

Location
Boston, Massachusetts,
United States
Experience
33
At Putnam Investments
15
Putnam Investments

Sign in to view documents

About Shep

Shep is Chief Investment Officer of Putnam Investments. He is responsible for Putnam's investment management, research, trading, and global business strategy functions. This includes oversight of Putnam's portfolio and research teams and processes, risk and quantitative teams, client portfolio managers, thought leadership, sustainability initiatives and policies, and the strategy team. Based in the Boston office, he joined Putnam in 2011 and has been in the investment industry since 1993.

Previously at Putnam, Shep served as Co-Head of Equities, was Lead Portfolio Manager of Putnam's global equity strategies, and managed several other Putnam portfolios until 2021. Prior to joining Putnam, he was a Portfolio Manager and an Analyst at Fidelity Investments from 1997 to 2011. Earlier, he was an Equity Research Associate at Donaldson, Lufkin & Jenrette from 1993 to 1997.

Shep earned a B.A. in Economics from Amherst 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