Berkeley Belknap

Ms. Berkeley Belknap is a SVP & Portfolio Manager at Franklin Templeton Institutional LLC.
She is is a portfolio manager for asset allocation strategies and the head of target date strategies and portfolio analytics for Franklin Templeton Investment Solutions.
In this role, Ms. Belknap has portfolio management responsibilities for the US-based Allocator Funds, the Corefolio Fund, Franklin LifeSmart Target Date Funds, Total Advantage Target Date Funds, 529 multi-asset plans, Latin American Funds and multi-asset pension portfolios and other US institutional mandates.
Prior to joining Franklin Templeton, Ms. Belknap spent 11 years at Windward Investment Management, which became Windhaven Investment Management when it was acquired by Charles Schwab.
She was a member of the investment committee and a portfolio strategist.
Previously, She worked at both Fairview Capital as a partner and portfolio manager and at Trainer, Wortham as a portfolio manager and research analyst, managing equity portfolios for separate accounts.
She began her career in investment banking at Morgan Stanley in the global debt group within debt capital markets and with the options trading team within foreign exchange.
Ms. Belknap holds a bachelor of arts in history from Yale University.
She also holds the CFA Institute Certificate in ESG Investing.