Profile
Mr. William C.
Theriault, CFA MBA, is a Portfolio Manager at ClearBridge Investments LLC.
Prior to the Citigroup/Legg Mason exchance, which resulted in the formation of ClearBridge, Mr. Theriault joined Smith Barney Inc. in 1994 working with the Corporate Planning and Analysis group.
In 1996 he joined Citigroup Asset Management predecessor firm Greenwich Street Advisors as a portfolio manager for Large Capitalization Core portfolios.
He co-managed the Large Capitalization Core portfolios with fellow portfolio manager Chad Graves.
As an integral part of his portfolio manager role, his analytical responsibilities centered on the stocks of technology and financial companies.
A graduate of the University of Rochester, Mr. Theriault received a BA in economics and an MBA in finance and corporate accounting.
Additionally, he is a Chartered Financial Analyst and a member of the New York Society of Security Analysts and the Association for Investment Management and Research.
Former positions of William C. Theriault
| Companies | Position | End |
|---|---|---|
| Smith Barney Asset Management | Portfolio Manager-Equities | 29/11/2005 |
| Citigroup Asset Management | Corporate Officer/Principal | - |
ClearBridge Investments LLC
 ClearBridge Investments LLC Investment ManagersFinance ClearBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Legg Mason, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). They were founded in 2005 as ClearBridge Advisors, which operated through Citigroup Asset Management NA, and was acquired by Legg Mason that year. They changed their name to ClearBridge Investments LLC in 2012. ClearBridge Investments provides discretionary investment management services for both institutional and retail clients. The firm also acts as adviser or sub-adviser to the ClearBridge Funds which are part of the Legg Mason family of mutual funds. | Portfolio Manager-Equities | - |
Training of William C. Theriault
| Rochester Christian University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
ClearBridge Investments LLC
ClearBridge Investments LLC Investment ManagersFinance ClearBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Legg Mason, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). They were founded in 2005 as ClearBridge Advisors, which operated through Citigroup Asset Management NA, and was acquired by Legg Mason that year. They changed their name to ClearBridge Investments LLC in 2012. ClearBridge Investments provides discretionary investment management services for both institutional and retail clients. The firm also acts as adviser or sub-adviser to the ClearBridge Funds which are part of the Legg Mason family of mutual funds. | Finance |
| Smith Barney Asset Management | Finance |
| Citigroup Asset Management | Finance |
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