|
All our 23,130 stories are here...Call 212-331-8995 to add to the pile
|
Get MFWire Alerts
|
|
|
MFWire: Legg Mason Funds & Western Asset Funds & LM Funds & Citifunds Trust
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
|
|
Legg Mason
|
100 International Drive
Baltimore, MD 21202
Google Maps
Contact
Main Phone: 800-451-2010
Web Site:
http://www.leggmason.com
Mutual Fund Brand(s)
Legg Mason Funds & Western Asset Funds & LM Funds & Citifunds Trust
Research Links
Stock Data: SEC Filings | Yahoo! Quote
SEC Fund Filings by CIK
|
|
Background:
|
On February 18, 2020, the Legg deal unveiled a deal to sell the firm to another giant asset manager, Franklin Templeton. The deal closed on July 31, 2020.
Founded as a broker-dealer in 1899, Legg Mason later became primarily an asset management firm with global operations.
In 2005 it swapped its remaining brokerage business, including its Private Client and Capital Markets business, to CitiGroup in exchange for Citi Asset Management.
Mark R. Fetting, a "non-family" chief, succeeded co-founder Raymond A. "Chip" Mason as CEO in 2008. Fetting is the first non-Mason to take the reins. Then in September 2012 Legg announced that Fetting would step down on October 1.
The firm's asset management subsidiaries (and the year acquired) include:
Legg Mason Capital Management, Baltimore Western Asset Management, Pasadena, CA (1986) Brandywine Global, Philadelphia (1986) Batterymarch Financial Management, Boston (1995) Royce & Associates (2001) ClearBridge Advisors, New York (2005) The Permal Group, New York (2005)
On November 17, 2011, the firm announced that legendary PM Bill Miller was relinquishing his post as PM of the Legg Mason Capital Management Value Equity strategy to Sam Peters, effective in April 2012.
Mark Fetting stepped down from his post as chief executive officer and chairman in October 2012.
After serving as Fetting's interim replacement, Joseph Sullivan was named permanent CEO in February 2013.
|
|
|
|
Sponsored Opportunities
|
|
Key People:
|
Joe Sullivan
Chairman, CEO, Allspring Global Investments | Bill Miller
Chairman, Chief Investment Officer, Founder, LMM (dba Miller Value Partners) | Matt Schiffman
Managing Director Head of Global Marketing / Head of US Retail Distribution , Legg Mason, Inc. | Pete Nachtwey
Chief Financial Officer, Legg Mason | Thomas Lemke
General Counsel, Legg Mason | Jeffrey Nattans
Head of M&A, Business Development, Legg Mason | C.R. Shaw
Head of US Product Marketing, Legg Mason | Jeff Masom
Global Head of Institutional Distribution, RBC GAM | Fran Cashman
Managing Director, Co-Head of U.S. Sales, Legg Mason Investment Counsel | Jennifer Murphy
Chief Adminstrative Officer, Legg Mason | Gary Kleinschmidt
Co-founder / CEO, Safeguard Asset Management | W. Reed
Non-Executive Chairman, Legg Mason |
|
|
|
Story Archive for Legg Mason
|
|
Published On
|
|
Story Headline
|
Publication |
|
3/18/2021
|
|
Two Rise As a Titan's Ex-CMO Exits
|
MFWire.com
|
|
12/4/2020
|
|
A Six-Year Legg Vet Joins DWS
|
MFWire.com
|
|
7/29/2020
|
|
Johnson Picks Franklin's Post-Merger Distro Chief
|
MFWire.com
|
|
7/21/2020
|
|
Is a $1.4T-AUM Titan Almost Here?
|
MFWire.com
|
|
6/11/2020
|
|
Fundsters Resolve to Break the Silence
|
MFWire.com
|
|
4/29/2020
|
|
Will Warren and AOC Delay This Mega Merger?
|
MFWire.com
|
|
3/31/2020
|
|
As a T. Rowe Nat Accounts Chief Rises, a Legg Vet Joins
|
MFWire.com
|
|
3/17/2020
|
|
A Very Bad Monday
|
MFWire.com
|
|
3/16/2020
|
|
Inflows Plunge By 69 Percent
|
MFWire.com
|
|
3/10/2020
|
|
The 33 Most Influential Women In the U.S. Fund Biz
|
MFWire.com
|
|
3/9/2020
|
|
Asset Managers Slip As the NYSE Circuit Breaker Trips
|
MFWire.com
|
|
3/6/2020
|
|
170 Fundsters Gather As 92 Fund Firms Win Big
|
MFWire.com
|
|
2/28/2020
|
|
As Markets Swoon, Asset Managers Fall Nearly 12 Percent
|
MFWire.com
|
|
2/20/2020
|
|
When Greg Met Joe
|
MFWire.com
|
|
2/18/2020
|
|
Franklin Buys an $806B-AUM Rival
|
MFWire.com
|
|
2/4/2020
|
|
Sullivan and Walker Each Do Deals
|
MFWire.com
|
|
1/15/2020
|
|
The $183B Year
|
MFWire.com
|
|
11/25/2019
|
|
Week In Preview, November 25-December 1
|
MFWire.com
|
|
11/12/2019
|
|
Passive Inflows and Active Outflows Both Fall
|
MFWire.com
|
|
11/1/2019
|
|
A $782B-AUM Asset Manager's CIT Biz Doubles
|
401kWire.com
|
|
10/31/2019
|
|
Will Joe Sullivan Double Down On This IP Bet?
|
MFWire.com
|
|
10/14/2019
|
|
BlackRock Retakes the Lead, But ...
|
MFWire.com
|
|
9/26/2019
|
|
Matthews, 361, and JPMAM Win Big In Chi-Town
|
MFWire.com
|
|
9/17/2019
|
|
14 Asset Managers Win Big In Gotham
|
MFWire.com
|
|
8/12/2019
|
|
One Fund Firm's Inflows Fall $38B In a Month
|
MFWire.com
|
|
8/6/2019
|
|
A Rough Week? How About a Rough 12 Months?
|
MFWire.com
|
|
7/29/2019
|
|
Week In Preview, July 29-August 4
|
MFWire.com
|
|
7/9/2019
|
|
A Director Leaves Legg After Six Years
|
MFWire.com
|
|
6/13/2019
|
|
The Leviathan Recovers the Pole Position
|
MFWire.com
|
|
6/13/2019
|
|
U.S. Fundsters Advance In China and Mexico
|
MFWire.com
|
|
5/24/2019
|
|
Sullivan Trims 120, Including Four From the Top
|
MFWire.com
|
|
5/22/2019
|
|
Sullivan Makes Nice With a Familiar Legg Mason Backer
|
MFWire.com
|
|
5/15/2019
|
|
Will Peltz Duke It Out With This Fund Firm, Again?
|
MFWire.com
|
|
5/13/2019
|
|
Another Titan Breaks the Flows Duopoly
|
MFWire.com
|
|
4/2/2019
|
|
A $727B-AUM Fund Firm Drops Its Home Team
|
MFWire.com
|
|
3/12/2019
|
|
Passive Inflows Drive February Growth
|
MFWire.com
|
|
3/8/2019
|
|
T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
|
MFWire.com
|
|
2/21/2019
|
|
Flows Rebound, and Vanguard Retakes the Lead
|
MFWire.com
|
|
2/11/2019
|
|
Week In Preview, February 11-18
|
MFWire.com
|
|
2/4/2019
|
|
Week In Preview, February 4-10
|
MFWire.com
|
|
1/25/2019
|
|
Expect Miracles Takes Manhattan For a Fifth Time
|
MFWire.com
|
|
12/19/2018
|
|
Asset Managers Fall 31 Percent
|
MFWire.com
|
|
12/17/2018
|
|
BlackRock Catapults Back to the Lead
|
MFWire.com
|
|
12/11/2018
|
|
Four Fund Firms Are Repeatedly Among the Best Workplaces
|
MFWire.com
|
|
10/22/2018
|
|
Week In Preview, October 22-28
|
MFWire.com
|
|
10/15/2018
|
|
Week In Preview, October 15-21
|
MFWire.com
|
|
10/11/2018
|
|
Bad Day? Asset Managers Are Having a Bad Year.
|
MFWire.com
|
|
10/10/2018
|
|
Aberdeen Standard's STAR Shines In Chi-Town
|
MFWire.com
|
|
9/10/2018
|
|
Week In Preview, September 10-16
|
MFWire.com
|
|
8/27/2018
|
|
The SEC Settles a Foreign Bribery Case With a U.S. MF Giant
|
MFWire.com
|
|
8/1/2018
|
|
To the Legg Mason Team, "Everybody Is From Missouri"
|
MFWire.com
|
|
6/18/2018
|
|
Week In Preview, June 18-24
|
MFWire.com
|
|
6/11/2018
|
|
Week In Preview, June 11-17
|
MFWire.com
|
|
5/29/2018
|
|
Week In Preview, May 29 - June 3
|
MFWire.com
|
|
5/18/2018
|
|
Horizon Shines In the Big Easy
|
MFWire.com
|
|
2/28/2018
|
|
Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple
|
MFWire.com
|
|
1/12/2018
|
|
T. Rowe, Fido, and Pimco Lead This Awards Race
|
MFWire.com
|
|
1/10/2018
|
|
Putting a Price On How Much Fundsters Like Tax Reform
|
MFWire.com
|
|
1/3/2018
|
|
A 30-Year Columbia Vet Helps Launch a Private Wealth Group
|
MFWire.com
|
|
10/30/2017
|
|
Week In Preview, October 30-November 5
|
MFWire.com
|
|
10/2/2017
|
|
Week In Preview, October 2-8
|
401kWire.com
|
|
10/2/2017
|
|
Week In Preview, October 2-8
|
MFWire.com
|
|
9/26/2017
|
|
Only One Active Shop Passed $1B in Inflows in August
|
MFWire.com
|
|
9/13/2017
|
|
These Female Fundsters Are Worth Watching
|
MFWire.com
|
|
8/25/2017
|
|
Filings For Fundsters - August 25, 2017
|
MFWire.com
|
|
8/9/2017
|
|
Filings for Fundsters - August 9, 2017
|
MFWire.com
|
|
8/4/2017
|
|
Filings for Fundsters - August 4, 2017
|
MFWire.com
|
|
7/31/2017
|
|
Filings for Fundsters - July 31, 2017
|
MFWire.com
|
|
7/26/2017
|
|
Sullivan Wants to Stack Legg's Non-Traditional Wins
|
MFWire.com
|
|
7/24/2017
|
|
Week In Preview, July 24-30
|
MFWire.com
|
|
7/21/2017
|
|
New Fund Fuss - July 21, 2017
|
MFWire.com
|
|
7/13/2017
|
|
20 Fund Firms Team Up With LPL For a New Mini-Mart
|
MFWire.com
|
|
5/16/2017
|
|
Sullivan Anoints Sales and Marketing Chiefs at Legg
|
MFWire.com
|
|
5/8/2017
|
|
This Week In Preview, May 8-14
|
MFWire.com
|
|
5/5/2017
|
|
Follow the Fundsters - May 9, 2017
|
MFWire.com
|
|
5/1/2017
|
|
Eye for Earnings - May 1, 2017
|
MFWire.com
|
|
3/31/2017
|
|
M*, Putnam and Legg Mason Win Big at the Mutual Funds Industry Awards
|
MFWire.com
|
|
3/30/2017
|
|
Sullivan Trims, But Not at Legg Mason's Affiliates
|
MFWire.com
|
|
3/24/2017
|
|
Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
|
MFWire.com
|
|
3/15/2017
|
|
PwC and Northern Trust Help Fundsters Say Goodbye to Palm Desert
|
MFWire.com
|
|
3/10/2017
|
|
ICI MFIM 2017 Begins This Weekend
|
MFWire.com
|
|
2/21/2017
|
|
Has Joe Sullivan Found a Buyer For Legg?
|
MFWire.com
|
|
2/13/2017
|
|
Masom Picks a Legg National Accounts Chief, For Now
|
MFWire.com
|
|
2/10/2017
|
|
Filings for Fundsters - February 10, 2017
|
MFWire.com
|
|
2/7/2017
|
|
Follow the Fundsters - February 7, 2017
|
MFWire.com
|
|
2/6/2017
|
|
Eye for Earnings - February 6, 2017
|
MFWire.com
|
|
2/3/2017
|
|
Filings for Fundsters - February 3, 2017
|
MFWire.com
|
|
1/23/2017
|
|
Eye for Earnings - January 23, 2017
|
MFWire.com
|
|
1/20/2017
|
|
Will You Help Elizabeth Warren Save the Fiduciary Reg?
|
MFWire.com
|
|
1/10/2017
|
|
Filings for Fundsters - January 10, 2017
|
MFWire.com
|
|
12/19/2016
|
|
Sullivan Deepens Legg's Ties With Its Key Backer
|
MFWire.com
|
|
12/14/2016
|
|
Mutual Fund Milestones - December 14, 2016
|
MFWire.com
|
|
11/18/2016
|
|
Filings for Fundsters - November 18, 2016
|
MFWire.com
|
|
11/10/2016
|
|
Filings for Fundsters - November 10, 2016
|
MFWire.com
|
|
11/10/2016
|
|
Mister Market Smiles On Asset Managers After Trump's Big Win
|
MFWire.com
|
|
11/3/2016
|
|
Filings for Fundsters - November 3, 2016
|
MFWire.com
|
|
10/28/2016
|
|
Eye for Earnings - October 28, 2016
|
MFWire.com
|
|
10/18/2016
|
|
MFEA STARs Gather in Chitown as MMIers Gather in Beantown
|
MFWire.com
|
|
10/14/2016
|
|
As Deutsche and Pioneer Rumors Swirl, Are Legg Mason and LPL On the Block, Too?
|
MFWire.com
|
|
10/3/2016
|
|
Filings for Fundsters - October 3, 2016
|
MFWire.com
|
|
8/30/2016
|
|
Filings for Fundsters - August 30, 2016
|
MFWire.com
|
|
8/24/2016
|
|
Here Are the Nine Fund Firms On LPL's New NTF Platform
|
MFWire.com
|
|
8/19/2016
|
|
Preview of LPL Focus 2016
|
MFWire.com
|
|
8/16/2016
|
|
Filings For Fundsters - August 16, 2016
|
MFWire.com
|
|
8/12/2016
|
|
Post-Legg, What's Next For Bill Miller's Team?
|
MFWire.com
|
|
8/11/2016
|
|
Bill Miller and Legg Mason Part Ways
|
MFWire.com
|
|
7/29/2016
|
|
Eye for Earnings -- July 29, 2016
|
MFWire.com
|
|
7/22/2016
|
|
Ex-Wamco Employee Sentenced Over Email Intrusions
|
MFWire.com
|
|
4/15/2016
|
|
Legg Mason Invests in a Retirement Plan Startup
|
MFWire.com
|
|
4/12/2016
|
|
A Long-Term Strategic Investor Buys a Big Piece of Legg Mason
|
MFWire.com
|
|
3/15/2016
|
|
Pimco, BlackRock, and Janus vs ... Everybody Else?
|
MFWire.com
|
|
1/27/2016
|
|
More Than 300 Fundsters Make Headlines For Charity In the Big Apple
|
MFWire.com
|
|
1/22/2016
|
|
Legg Mason Removes Capacity Constraints From This Industry IP Shop
|
MFWire.com
|
|
1/22/2016
|
|
Sullivan Does the Legg Mason Deal You Expected ... And Two More
|
MFWire.com
|
|
1/12/2016
|
|
PMs For 12 Fund Firms Catch M*'s Eye
|
MFWire.com
|
|
1/5/2016
|
|
Will Legg Mason's Sullivan Seal a Deal For a $38B Shop?
|
MFWire.com
|
|
1/4/2016
|
|
Mr. Market Smiles On Two Fund Firms As the Dow Tumbles
|
MFWire.com
|
|
11/16/2015
|
|
Vanguard Retakes the Lead
|
MFWire.com
|
|
11/5/2015
|
|
Sullivan Brings ICIers and Reporters to Legg Mason
|
MFWire.com
|
|
8/11/2015
|
|
28 Fund Firms Are Paying Morgan Stanley At Least $1MM
|
MFWire.com
|
|
8/4/2015
|
|
Bill Miller's Comeback ... Or Is It?
|
MFWire.com
|
|
7/30/2015
|
|
LPL Focus 2015 In Pictures
|
MFWire.com
|
|
6/12/2015
|
|
Sullivan Wants to Bolt On Boutiques
|
MFWire.com
|
|
5/5/2015
|
|
Schiffman Picks Legg's Next U.S. Marketing Chief
|
MFWire.com
|
|
4/28/2015
|
|
Baltimore Fundsters Are Open For Business
|
MFWire.com
|
|
4/28/2015
|
|
As Baltimore Reels, Many Fundsters Will Work Remotely
|
MFWire.com
|
|
4/23/2015
|
|
The Most Underpaid Fundster CEO Is Not Who You Think
|
MFWire.com
|
|
4/10/2015
|
|
The Stock Funds Have No Heroes
|
MFWire.com
|
|
4/9/2015
|
|
Has Peltz Picked Enough Low-Hanging Legg Mason Fruit?
|
MFWire.com
|
|
4/1/2015
|
|
Cap Group, Fidelity, and Pimco Break Out the Champagne
|
MFWire.com
|
|
3/26/2015
|
|
Will Hodge Wear Sunglasses For M*?
|
MFWire.com
|
|
3/13/2015
|
|
Even More Asset Managers' Margins Are Falling
|
MFWire.com
|
|
2/24/2015
|
|
Keep an Eye On Putnam and Three Others
|
MFWire.com
|
|
2/19/2015
|
|
Two Vanguard ETF Gurus Will Power Another Shop's Charge
|
MFWire.com
|
|
1/21/2015
|
|
Dodge and Cox, JPMAM, Legg Mason, Robeco, and Vanguard Win Big
|
MFWire.com
|
|
1/5/2015
|
|
Which PMs Will Win? Here's M*'s 2014 Short List
|
MFWire.com
|
|
12/5/2014
|
|
Wamco Mourns an Ex-CEO
|
MFWire.com
|
|
12/2/2014
|
|
Peltz, Very Pleased, Leaves Legg Mason's Board
|
MFWire.com
|
|
10/28/2014
|
|
Sullivan Shuffles Legg Mason's Board
|
MFWire.com
|
|
10/27/2014
|
|
Alger, American Century, ClearBridge, Harris, Longleaf, Parnassus and Primecap Look Like M* Winners
|
MFWire.com
|
|
10/22/2014
|
|
OppFunds, Putnam, Aberdeen and U.S. Global See STARS in Chitown
|
MFWire.com
|
|
8/1/2014
|
|
Sullivan's Way Has Its Day
|
MFWire.com
|
|
7/24/2014
|
|
Sullivan Buys a $10B Global Shop
|
MFWire.com
|
|
7/17/2014
|
|
Loads of Revenue Sharing Data Is ... Just a Simple Web Search Away
|
MFWire.com
|
|
7/17/2014
|
|
The Fool Hearts Joe Sullivan's Way
|
MFWire.com
|
|
7/9/2014
|
|
Brownell Finds a Legg for Sentinel's Distribution
|
MFWire.com
|
|
6/30/2014
|
|
Healey Makes It Big. Expect More Indexed Love For AMG
|
MFWire.com
|
|
6/4/2014
|
|
The Pershing FundVest 200 List
|
MFWire.com
|
|
6/4/2014
|
|
Stifel Buys a Piece of Legg
|
MFWire.com
|
|
6/4/2014
|
|
T. Rowe's Rogers Quits a $30B Job But Continues Chairing
|
MFWire.com
|
|
|
|
|
Raw XML
