Aaron Shapley, CAIA, CIMA

Vice President, Insurance & Subadvisory

Summary
Location: San Mateo, California
Experience: 1999
Tenure: 2017
Tel: TBC
Email: Aaron.Shapley@franklintempleton.com

Aaron Shapley, CAIA, CIMA, is a Vice President in the Insurance & Subadvisory group. This team is responsible for Franklin Templeton's strategic partnerships with insurance companies and other financial institutions. In this role, Mr. Shapley is responsible for strategy, product development, marketing, business development, and relationship management.

Prior to joining Franklin Templeton, Mr. Shapley worked at Dimensional Fund Advisors as a Regional Director and Relationship Manager on the Subadvisory Services team within the Global Institutional Business where he developed and maintained relationships with U.S. life insurers and other financial institutions. Mr. Shapley also spent 8 years at BlackRock as a Director within the Financial Institutions Group managing the firm's strategic relationships with U.S. life insurance companies. Additionally, he has held relationship management and business development roles at Multi-Financial Securities, Charles Schwab, and Morgan Stanley and has 17 years of financial services industry experience.

Mr. Shapley earned a Bachelor of Arts degree from the University of California at Berkeley and a Masters of Business Administration from the Isenberg School of Management at the University of Massachusetts at Amherst. He holds the Chartered Alternative Investment Management (CAIA) and Certified Investment Management Analyst (CIMA) designations.