Josh Varon, CFA, CFP

Josh Varon became a client portfolio manager in 2021. As a member of the investment team he helps communicate the current strategy, portfolio positioning and outlook to external decision makers and clients.

Prior to his current role, Mr. Varon joined Franklin Templeton in 2016 as an ETF specialist, where he managed client relationships across the West Coast and partnered with the broader U.S. Sales team to educate clients on Franklin Templeton's LibertyShares product line and directly engaged with financial intermediaries and investment strategists that utilize ETFs. Before joining the firm, Mr. Varon worked at BlackRock where he provided consultative guidance to various Private Bank and Private Wealth Management teams on BlackRock's iShares ETF lineup. He also assisted those teams in constructing portfolios of various Mutual Fund, SMA and Alternative products. Mr. Varon also previously worked as an institutional fixed income salesman for First Empire Securities, working with various depositary institutions across the country. He began his career as a financial advisor as part of an independent financial planning practice.

Mr. Varon graduated from Binghamton University. He is a Chartered Financial Analyst (CFA) charterholder, Certified Financial Planner (CFP) and holds Series 7, 66, and 24 Licenses.