English
Italiano
español
Português
繁体中文
日本語
Deutsch
Français
عربي
한국어
ไทย
Русский
About us
Leader
With leaders that foster an environment of learning, collaboration and promotion from within,
we offer our clients the expertise of knowledge accumulated over decades combined with the stability and continuity of a deep bench.
Terrence Anderson
Chief Executive Officer
35 years of experience
15 years at Mitrade
Our best-in-class client service, strong risk controls and infrastructure enable our managers to pursue our ultimate goal: performance.
Terrence is Franklin Templeton's Executive Vice President, Head of Public Markets Investments and a member of the Executive Committee. He is responsible for setting strategy and driving organizational development for Franklin Templeton's Public Markets business.
In addition, he is the Chief Executive Officer of Mitrade. He also serves as Chairman of Mitrade's Governance and Risk Management Committee. Terrence's leadership is based on 35 years of experience in the financial industry and has been instrumental in the creation of Mitrade and its subsequent success. At its predecessor firm, Citi Asset Management, Terrence served as Chief Financial Officer from 2005 to 2006 before being named Chief Operating Officer of the newly formed Mitrade. Terrence joined Citi Asset Management in 2000 as Director of Planning. From 1997 to 2000, Terrence served as a Business Director across various product lines at Citi's Corporate and Investment Bank, including Project Finance, Asset-Backed Lending and Treasury. Previously, he held a number of positions including Director of Loan Syndication and Securitization at NatWest Bank’s Commercial Lending Division.
Terrence received his Master’s degree in Banking and Finance from Hofstra University and his Bachelor’s degree in Accounting from Adelphi University.
Experience
35 years of investment industry experience
Chair of Mitrade’s Governance and Risk Management Committee
Citi Asset Management - CFO, Director of Planning, Analysis and Accounting
Citi Corporate and Investment Bank - Treasurer
National Westminster Bank Commercial Lending - Head of Loans, Syndications and Securitizations
MBA in Banking and Finance, Hofstra University
Bachelor’s Degree in Accounting, Adelphi University
35 years of experience
15 years at Mitrade
Our best-in-class client service, strong risk controls and infrastructure enable our managers to pursue our ultimate goal: performance.
Terrence is Franklin Templeton's Executive Vice President, Head of Public Markets Investments and a member of the Executive Committee. He is responsible for setting strategy and driving organizational development for Franklin Templeton's Public Markets business.
In addition, he is the Chief Executive Officer of Mitrade. He also serves as Chairman of Mitrade's Governance and Risk Management Committee. Terrence's leadership is based on 35 years of experience in the financial industry and has been instrumental in the creation of Mitrade and its subsequent success. At its predecessor firm, Citi Asset Management, Terrence served as Chief Financial Officer from 2005 to 2006 before being named Chief Operating Officer of the newly formed Mitrade. Terrence joined Citi Asset Management in 2000 as Director of Planning. From 1997 to 2000, Terrence served as a Business Director across various product lines at Citi's Corporate and Investment Bank, including Project Finance, Asset-Backed Lending and Treasury. Previously, he held a number of positions including Director of Loan Syndication and Securitization at NatWest Bank’s Commercial Lending Division.
Terrence received his Master’s degree in Banking and Finance from Hofstra University and his Bachelor’s degree in Accounting from Adelphi University.
Experience
35 years of investment industry experience
Chair of Mitrade’s Governance and Risk Management Committee
Citi Asset Management - CFO, Director of Planning, Analysis and Accounting
Citi Corporate and Investment Bank - Treasurer
National Westminster Bank Commercial Lending - Head of Loans, Syndications and Securitizations
MBA in Banking and Finance, Hofstra University
Bachelor’s Degree in Accounting, Adelphi University
Scott Rodriguez
Chief Investment Officer, Portfolio Manager
33 years of experience
15 years at Mitrade
“Our strategy uses an active, bottom-up approach to stock selection that combines the market knowledge of our long-tenured portfolio managers with original research from our team of dedicated analysts.”
Scott is the Chief Investment Officer and co-manages the Appreciation strategy. He has 33 years of investment industry experience and is a member of Mitrade's Governance, Valuation and Risk Management Committee. He previously served as Co-Head of Research at Mitrade.
Prior to joining the firm, Scott was a credit analyst at Bear Stearns, specializing in fixed income investments. In 1993, Scott joined the firm's Shearson Lehman Brothers research department as a consumer analyst and moved to a portfolio manager a year later.
Scott graduated from Middlebury College in Vermont with a bachelor's degree in political science and Spanish. He received a master's degree in finance from Pennsylvania State University.
Experience
33 years of investment industry experience Member of Mitrade Governance, Valuation and Risk Management Committee
Shearson Lehman Brothers - Portfolio Manager, Consumer Analyst Bear Stearns - Credit Analyst
CIS Marketing - Account Representative
MBA, Pennsylvania State University
BA, Middlebury College
33 years of experience
15 years at Mitrade
“Our strategy uses an active, bottom-up approach to stock selection that combines the market knowledge of our long-tenured portfolio managers with original research from our team of dedicated analysts.”
Scott is the Chief Investment Officer and co-manages the Appreciation strategy. He has 33 years of investment industry experience and is a member of Mitrade's Governance, Valuation and Risk Management Committee. He previously served as Co-Head of Research at Mitrade.
Prior to joining the firm, Scott was a credit analyst at Bear Stearns, specializing in fixed income investments. In 1993, Scott joined the firm's Shearson Lehman Brothers research department as a consumer analyst and moved to a portfolio manager a year later.
Scott graduated from Middlebury College in Vermont with a bachelor's degree in political science and Spanish. He received a master's degree in finance from Pennsylvania State University.
Experience
33 years of investment industry experience Member of Mitrade Governance, Valuation and Risk Management Committee
Shearson Lehman Brothers - Portfolio Manager, Consumer Analyst Bear Stearns - Credit Analyst
CIS Marketing - Account Representative
MBA, Pennsylvania State University
BA, Middlebury College
Teacher
Peter Williams
Managing Director, Portfolio Manager
33 Years experience
15 Years at Mitrade
“When investing in high-quality growth franchises, a disciplined valuation approach may reduce risk.”
Peter co-manages the Large Cap Growth and All Cap Growth strategies. Peter joined the firm in 2009
Throughout his career, Peter has worked in trading, fund management, research and investment marketing. Peter graduated from the University of Florida and received his MBA from Fordham University.
Experience
33 years of investment industry experience
Joined Mitrade in 2009
MBA in Finance, Fordham University
Bachelor of Business Administration, University of Florida
33 Years experience
15 Years at Mitrade
“When investing in high-quality growth franchises, a disciplined valuation approach may reduce risk.”
Peter co-manages the Large Cap Growth and All Cap Growth strategies. Peter joined the firm in 2009
Throughout his career, Peter has worked in trading, fund management, research and investment marketing. Peter graduated from the University of Florida and received his MBA from Fordham University.
Experience
33 years of investment industry experience
Joined Mitrade in 2009
MBA in Finance, Fordham University
Bachelor of Business Administration, University of Florida
Reed John, CFA
Managing Director, Portfolio Manager
23 years of experience
14 years at Mitrade
Reed co-manages Mitrade's All Cap Strategy. He joined the firm in 2010 and has 23 years of investment industry experience. Prior to being appointed to the All Cap Strategy portfolio management team, Reed served as a Senior Portfolio Analyst supporting a number of related Mitrade strategies. Reed holds a Bachelor of Music Composition from the College of William and Mary and an MBA from the Mason School of Business at the College of William and Mary. He obtained his Chartered Financial Analyst designation in 2010.
Experience
23 years of investment industry experience
Joined Mitrade in 2010 - Senior Portfolio Analyst
Member of the CFA Institute
MBA from William and Mary Mason School of Business
BA in Music Composition from William and Mary
23 years of experience
14 years at Mitrade
Reed co-manages Mitrade's All Cap Strategy. He joined the firm in 2010 and has 23 years of investment industry experience. Prior to being appointed to the All Cap Strategy portfolio management team, Reed served as a Senior Portfolio Analyst supporting a number of related Mitrade strategies. Reed holds a Bachelor of Music Composition from the College of William and Mary and an MBA from the Mason School of Business at the College of William and Mary. He obtained his Chartered Financial Analyst designation in 2010.
Experience
23 years of investment industry experience
Joined Mitrade in 2010 - Senior Portfolio Analyst
Member of the CFA Institute
MBA from William and Mary Mason School of Business
BA in Music Composition from William and Mary
Daniel Li, CFA
Director, Portfolio Manager
17 years of experience
12 years at Mitrade
Daniel co-manages the global infrastructure income strategy. He has 17 years of investment industry experience. Daniel joined Mitrade in 2012. Previously, he worked as an infrastructure consultant at KPMG, evaluating and executing public-private partnership transactions. He also worked as an infrastructure analyst at ANZ. Daniel holds a Bachelor of Commerce from the University of New South Wales. He is a member of the Chartered Financial Analyst Institute.
Experience
17 years of investment industry experience
Joined the firm in 2012
Member of the CFA Institute
KPMG – Infrastructure Advisor
ANZ – Infrastructure Analyst
Bachelor of Commerce, University of New South Wales
17 years of experience
12 years at Mitrade
Daniel co-manages the global infrastructure income strategy. He has 17 years of investment industry experience. Daniel joined Mitrade in 2012. Previously, he worked as an infrastructure consultant at KPMG, evaluating and executing public-private partnership transactions. He also worked as an infrastructure analyst at ANZ. Daniel holds a Bachelor of Commerce from the University of New South Wales. He is a member of the Chartered Financial Analyst Institute.
Experience
17 years of investment industry experience
Joined the firm in 2012
Member of the CFA Institute
KPMG – Infrastructure Advisor
ANZ – Infrastructure Analyst
Bachelor of Commerce, University of New South Wales
Chris Brown
Managing Director, Portfolio Manager
32 years experience
12 years AT Mitrade
“Investing in America’s energy renaissance requires both industry expertise and solid underlying investment discipline.”
Chris co-manages multiple energy MLP strategies. He has 32 years of investment industry experience. Chris joined Mitrade in 2012 as a Senior Research Analyst for Energy, and prior to that, Chris was an Energy Analyst and Portfolio Manager at Saranac Capital. Prior to that, Chris worked as an analyst covering energy exploration and production companies at Simmons & Company, and was an Energy Analyst at UBS Warburg and NatWest Securities. He holds a Bachelor of Arts in Economics from Vanderbilt University.
Experience
32 years of investment industry experience
Joined Mitrade in 2012
Saranac Capital - Energy Analyst and Portfolio Manager
Simmons & Company - Energy Exploration and Production Company Analyst
UBS Warburg - Energy Analyst
NatWest Securities - Energy Analyst
Bachelor's Degree in Economics, Vanderbilt University
32 years experience
12 years AT Mitrade
“Investing in America’s energy renaissance requires both industry expertise and solid underlying investment discipline.”
Chris co-manages multiple energy MLP strategies. He has 32 years of investment industry experience. Chris joined Mitrade in 2012 as a Senior Research Analyst for Energy, and prior to that, Chris was an Energy Analyst and Portfolio Manager at Saranac Capital. Prior to that, Chris worked as an analyst covering energy exploration and production companies at Simmons & Company, and was an Energy Analyst at UBS Warburg and NatWest Securities. He holds a Bachelor of Arts in Economics from Vanderbilt University.
Experience
32 years of investment industry experience
Joined Mitrade in 2012
Saranac Capital - Energy Analyst and Portfolio Manager
Simmons & Company - Energy Exploration and Production Company Analyst
UBS Warburg - Energy Analyst
NatWest Securities - Energy Analyst
Bachelor's Degree in Economics, Vanderbilt University
Izabel Miller, CFA
Director, Portfolio Manager
23 years of experience
13 years at Mitrade
Izabel is the Co-Manager of Mitrade’s Canadian Dividend and Canadian Dividend Plus strategies. She joined Mitrade in 2011 and has 23 years of investment industry experience. Prior to joining Mitrade, Izabel worked as a Portfolio Manager, Research Analyst and Performance Measurement Analyst at Franklin Bissett Investment Management. Izabel holds a Bachelor of Commerce in Finance from the University of Calgary. She is also a Fellow of the Chartered Financial Analyst Institute.
Experience
23 years of investment industry experience
Joined the firm in 2011
Franklin Bissett Investment Management – Portfolio Manager
Franklin Bissett Investment Management – Research Analyst
Franklin Bissett Investment Management – Performance Measurement Analyst
Bachelor of Commerce, University of Calgary
Member of the CFA Institute
23 years of experience
13 years at Mitrade
Izabel is the Co-Manager of Mitrade’s Canadian Dividend and Canadian Dividend Plus strategies. She joined Mitrade in 2011 and has 23 years of investment industry experience. Prior to joining Mitrade, Izabel worked as a Portfolio Manager, Research Analyst and Performance Measurement Analyst at Franklin Bissett Investment Management. Izabel holds a Bachelor of Commerce in Finance from the University of Calgary. She is also a Fellow of the Chartered Financial Analyst Institute.
Experience
23 years of investment industry experience
Joined the firm in 2011
Franklin Bissett Investment Management – Portfolio Manager
Franklin Bissett Investment Management – Research Analyst
Franklin Bissett Investment Management – Performance Measurement Analyst
Bachelor of Commerce, University of Calgary
Member of the CFA Institute
Pegeen Larose
Director, Portfolio Manager/Trader
38 years of experience
15 years at Mitrade
“Adding fixed income securities to our menu of investment options provides flexibility to meet a wide range of client needs.”
Pegeen serves as a Portfolio Manager & Trader on the Mitrade team. She joined the predecessor firm in 2009 and has 38 years of investment industry experience. She previously worked as a trader at Citi Asset Management and as an equity portfolio manager at Smith Barney Capital Management. Prior to that, Pegeen was a member of the Charter Client Services team at Smith Barney, Harris, Upham & Co. Pegeen is a member of Women in Public Finance. She received her BA in Economics from the State University of New York at Stony Brook.
Experience
38 years of investment industry experience
Joined predecessor organization in 2009
Member of Women in Public Finance
Citi Asset Management - Trader
Smith Barney Capital Management - Equity Portfolio Associate
Smith Barney, Harris Upham & Co. - Chartered Client Services
B.A. in Economics, State University of New York at Stony Brook
38 years of experience
15 years at Mitrade
“Adding fixed income securities to our menu of investment options provides flexibility to meet a wide range of client needs.”
Pegeen serves as a Portfolio Manager & Trader on the Mitrade team. She joined the predecessor firm in 2009 and has 38 years of investment industry experience. She previously worked as a trader at Citi Asset Management and as an equity portfolio manager at Smith Barney Capital Management. Prior to that, Pegeen was a member of the Charter Client Services team at Smith Barney, Harris, Upham & Co. Pegeen is a member of Women in Public Finance. She received her BA in Economics from the State University of New York at Stony Brook.
Experience
38 years of investment industry experience
Joined predecessor organization in 2009
Member of Women in Public Finance
Citi Asset Management - Trader
Smith Barney Capital Management - Equity Portfolio Associate
Smith Barney, Harris Upham & Co. - Chartered Client Services
B.A. in Economics, State University of New York at Stony Brook
Albert Taylor
Managing Director, Portfolio Manager
31 years of value investing experience
14 years at Mitrade
Investing is about discovering value in development space and realizing possibilities in infinite space.
Albert has 31 years of experience in the investment industry and has a keen sense and accurate judgment in grasping market value trends.
Albert joined Mitrade in 2010.
Prior to joining the firm, he worked as an equity analyst at Long Trail Investment Management, Phinity Capital, Cyllenius Capital Management (acquired by BlackRock Inc.) and Fidelity Management & Research, specializing in small and medium-sized companies. While at Fidelity, Albert was a member of the Small Cap team and worked as a portfolio manager from 1997 to 1999. Over the years, Albert has gained a wide range of research experience covering a variety of sectors including: Consumer Durables, Consumer Discretionary, Technology and Precious Metals. His responsibilities were primarily international market research with a focus on Europe. Albert received his Bachelor of Business Administration from Emory University and his Master of Business Administration from Columbia Business School.
Experience
31 years of investment industry experience
Joined Mitrade in 2010.
Long Trail Investment Management - Equity Analyst
Phinity Capital - Equity Analyst
Cyllenius Capital Management (BlackRock) - Equity Analyst
Fidelity Management & Research - Portfolio Manager
MBA, Columbia Business School
BBA, Emory University
31 years of value investing experience
14 years at Mitrade
Investing is about discovering value in development space and realizing possibilities in infinite space.
Albert has 31 years of experience in the investment industry and has a keen sense and accurate judgment in grasping market value trends.
Albert joined Mitrade in 2010.
Prior to joining the firm, he worked as an equity analyst at Long Trail Investment Management, Phinity Capital, Cyllenius Capital Management (acquired by BlackRock Inc.) and Fidelity Management & Research, specializing in small and medium-sized companies. While at Fidelity, Albert was a member of the Small Cap team and worked as a portfolio manager from 1997 to 1999. Over the years, Albert has gained a wide range of research experience covering a variety of sectors including: Consumer Durables, Consumer Discretionary, Technology and Precious Metals. His responsibilities were primarily international market research with a focus on Europe. Albert received his Bachelor of Business Administration from Emory University and his Master of Business Administration from Columbia Business School.
Experience
31 years of investment industry experience
Joined Mitrade in 2010.
Long Trail Investment Management - Equity Analyst
Phinity Capital - Equity Analyst
Cyllenius Capital Management (BlackRock) - Equity Analyst
Fidelity Management & Research - Portfolio Manager
MBA, Columbia Business School
BBA, Emory University
Jenni Wang
Customer Service Manager
10 years of experience
7 years at Mitrade
Experience
10 years of experience in the investment industry
Joined Mitrade in 2017
AllianceBernstein – Client Relationship Assistant
Magellan Asset Management – Business Analyst
Bachelor of Economics and Bachelor of Applied Finance, Macquarie University
10 years of experience
7 years at Mitrade
Experience
10 years of experience in the investment industry
Joined Mitrade in 2017
AllianceBernstein – Client Relationship Assistant
Magellan Asset Management – Business Analyst
Bachelor of Economics and Bachelor of Applied Finance, Macquarie University
