Kate M. Jones

Franklin Portfolio Associates (FPA) is an institutional asset manager specializing in risk controlled, benchmark driven strategies. The firm was founded in 1982 and manages institutional assets on behalf of corporate pension plans, public pension plans, endowments, foundations and Taft Hartley pension plans, as well as acting as sub-advisor for mutual funds and commingled funds. They are an indirect, wholly-owned subsidiary of Mellon Financial Corp. (NYSE: MEL)

Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients.