As an investment strategist for the Franklin Templeton Institute, Tony Davidow is responsible for developing and delivering the Franklin Templeton Institute’s insights on the use of alternative investments through independent research, participating in industry conferences, and webinars – engaging directly with key partners and clients. The Franklin Templeton Institute harnesses the depth and breadth of the firm’s global investment expertise and extensive in-house research capabilities to deliver unique investment insights to clients.
Prior to his current role, Tony held senior leadership roles with Morgan Stanley, Guggenheim and Schwab among other firms. He began his career working for a New York-based family office and has worked directly with many institutions and ultra-high-net-worth families over the years. Tony is a frequent writer and speaker with deep expertise in the use of alternative investments, asset allocation and portfolio construction, as well as goals-based investing.
Tony holds a B.B.A. degree in Finance and Investments from Bernard M. Baruch College and has earned the Certified Investment Management Analyst (CIMA®) designation from the Investments & Wealth Institute and the Wharton School of the University of Pennsylvania. He formerly served on the Board of Directors of the Investments & Wealth Institute and currently serves as the Chair, Investment & Wealth Monitor, Editorial Advisory Board.