Liam Grubb, CFA, CAIA

Liam Grubb is a Vice President and Senior Retirement Plan Strategist for the New York Metro and Mid-Atlantic Regions with Franklin Templeton's Investment Only Division. Primary responsibilities include placement and distribution of investment products offered by Franklin Templeton in the qualified plans market. Additionally, Liam provides valuable support to financial intermediaries specific to best practices, business building strategies, market intelligence and regulatory interpretation.

Prior to joining Franklin Templeton, Liam most recently served as a Senior Associate within PIMCO's Defined Contribution Practice. Before PIMCO, Liam was a Senior Account Manager at Bloomberg Finance, where he worked in New York City, Chicago and Hong Kong.

Liam holds a B.A. from Georgetown University, as well a joint Master's degree in Global Finance from New York University's Leonard N. Stern School of Business & The Hong Kong University of Science and Technology. Liam is a CFA charter holder and a CAIA charter holder. FINRA Licenses include series 7, 63 & 3. Liam resides in Massapequa, New York with his wife Maria, and their children Emma and Gavin.