Kathleen Anderson

Kathleen Anderson is a Senior Client Portfolio Manager at ClearBridge Investments, based in Lutherville-Timonium, Maryland, with 29 years of experience in the investment industry. In her current role, she specializes in managing client relationships, developing tailored portfolio solutions, and providing strategic insights as part of ClearBridge’s Relationship Management team. Her key responsibilities include communicating investment philosophy and performance, as well as supporting clients in navigating market opportunities and risks.

Kathleen’s expertise spans across various asset classes, with a focus on U.S. equity strategies and value investing, as evidenced by her prominent participation in the firm’s Value Strategy updates and webinars. She has a distinguished track record in client relationship management and product specialization, previously serving as Director and Product Specialist at ClearBridge Investments, as well as holding progressive client service roles at Legg Mason Capital Management.

She holds a Bachelor of Arts in Marketing from Loyola College in Maryland. Kathleen is recognized for her leadership in growing client partnerships, her ability to bridge market trends with client objectives, and her commitment to developing innovative investment products and fostering high-performing teams within leading asset management firms.