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client portfolio strategist client client services associate
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Client Portfolio Strategists at Franklin Street direct client-specific portfolio investment strategy and lead the ongoing client communication effort regarding investment strategy rationale. They are responsible for rebalancing portfolios based on the firm's asset allocation committee decisions and evolving macro views. They also apply firm-wide strategies and products at the individual client level.

Roger C. Eubanks
Joseph B. Fox, IV, CFA
Matthew K. Inman, CFP®