Michael S. ^Leader

Business Development Director in Franklin Templeton’s DCIO business, driving asset growth and winning investment placements across the defined contribution market. I partner with advisors and platform partners to position target date solutions, core menu options and stable value products. Known for a consultative, relationship-first sales mindset with key decision-makers, I help convert complex opportunities into results that strengthen retirement outcomes.

Previous roles at Raymond James Investment Management, Scout Investments and T. Rowe Price further refined competencies in advisor relationship management, sales enablement, and impactful presentations. Collaborating with advisors to drive client growth, I remain committed to advancing the retirement and asset management industries. Supported by CAIA, AIF, and CPFA credentials, I prioritize fiduciary excellence and innovative approaches to enhance advisor success with their participants. Currently pursuing the CFA designation and a Level 3 candidate, this will deepen my investment acumen and better serve the evolving needs of my clients.

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