Jeffrey Schulze, CFA

Director, Investment Strategist

ClearBridge Investments

Jeff is a Director and Investment Strategist at ClearBridge Investments overseeing capital market and economic research and contributing thought leadership on these topics to the institutional investor and financial advisor communities. He is the architect of the firm's Anatomy of a Recession (AOR) program, which features a dashboard of 12 indicators tracking shifts in the U.S. economy that could signal increased recession risk. AOR has attracted a loyal following of over 100,000 financial professionals in both the U.S. and globally by providing timely analysis of the connection between equity markets and the economy, findings Jeff presents at top investment industry and client events.

Jeff is frequently quoted in the financial media, including the Wall Street Journal, Bloomberg, CNBC and Reuters, a regular guest on a number of financial broadcasts and an editorial contributor to Forbes.

Jeff also presents his economic and market research to the ClearBridge Investment Committee on a quarterly basis as well as providing timely context on the latest economic reports. In addition, he hosts ClearBridge's monthly podcast series and is a recurring guest on the Franklin Templeton Talking Markets podcast.

Jeff joined ClearBridge Investments in 2014 and has 17 years of investment industry experience. Prior to joining ClearBridge, he was a Portfolio Specialist at Lord Abbett & Co., LLC. He received a BS in Finance from Rutgers University and is a member of the CFA Institute.