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Global (ex-U.S.) Sales & Relationship Management

The Global (ex-U.S.) Sales & Relationship Management teams develop marketing strategy in support of non-U.S. sales efforts and seek to provide top quality service for all the firm's international relationships.

Director

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Theodore (Tad) W. Fetter
Head of Global Sales & Client Services
Exit Preview Theodore (Tad) W. Fetter1   Head of Global Sales & Client Services
Phone215-609-3730 EmailEmail
Theodore (Tad) W. Fetter
As head of global sales and client service for Brandywine Global Investment Management's Global business, Tad is responsible for implementation of sales, marketing and developing and executing an integrated global distribution strategy. Since 2010, Tad has served as director and head of Brandywine Global Investment Management (Europe) Limited Tad led the non-U.S. distribution strategy for Brandywine Global. As director and Head of Brandywine Europe from 2010 to 2016, he headed Brandywine Global Investment Management (Europe) Limited, the Firm's operating unit located in London, England, where he oversaw the development of the Europe, Middle East, and Africa regions. He joined the Firm in March 2006. Tad has over 20 years of investment experience, previously holding positions at Alliance Bernstein and BlackRock as an account manager for the International & Alternative Products team. Tad holds FINRA Series 7, 63, 24 and NFA Series 3 licenses and earned a B.A. in Management with a concentration in Accounting and Finance from Gettysburg College. He also served as president of council (2009) and director of finance (2008-2010) for the borough of Haddon Heights, New Jersey.

Sales and Relationship Management

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Alain Barthel
Phone+41 79 789 9509 EmailEmail
Head of Continental Europe
Exit Preview Alain Barthel1   Head of Continental Europe
Phone+41 79 789 9509 EmailEmail
Alain Barthel
As Head of Continental Europe, Alain is responsible for establishing, maintaining, and enhancing relationships with clients and consultants in the region. Bringing over 25 years of industry experience, he was previously Head of Institutional Client Coverage with UBS Asset Management (Switzerland) (2016-2018), Country Head (Switzerland) Institutional for Goldman Sachs Asset Management (2011-2016). Prior to these roles, he was with Morgan Stanley Investment Management, Credit Agricole Asset Management, Paribas Asset Management and Banque Transatlantique. Alain earned his M.B.A from Paris XII University.
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Anthony J. Kaleta, CA
Senior Vice President, Head of Relationship Management – Australia & New Zealand
Exit Preview Anthony J. Kaleta, CA   Senior Vice President, Head of Relationship Management – Australia & New Zealand
Phone215-609-3709 EmailEmail
Anthony J. Kaleta, CA
As Senior Vice President, Head of Relationship Management - Australia & New Zealand, Anthony is responsible for establishing, maintaining, and enhancing relationships with clients, consultants, and distribution partners based in Australia and New Zealand. Prior to joining the Firm in 2013, Anthony was a Director and held several global client relationship and product support roles at UBS Investment Bank in London, U.K. (2006-2013). He also served as a senior project manager at Henderson Global Investors (2005-2006) and a senior accountant for PricewaterhouseCoopers in Melbourne, Australia (1998-2005). Anthony holds FINRA Series 3, 7, and 63 licenses and is a member of the Institute of Chartered Accountants in Australia. He earned his Bachelor of Business, Accountancy (with distinction), from the Royal Melbourne Institute of Technology, Australia.
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Joseph Larkin
Phone215-609-3746 EmailEmail
Head of Client Service and Sales Support
Exit Preview Joseph Larkin   Head of Client Service and Sales Support
Phone215-609-3746 EmailEmail
Joseph Larkin
As Head of Client Service and Sales Support, Joe is responsible for overseeing the Client Service and Sales Support teams. Joe previously held roles as Director of Business Development and Client Service in Brandywine Global's Singapore office and London-based Associate Director of Business Development and Client Service for the EMEA region. Joe joined the Firm in June 2009. Prior to joining Brandywine Global, Joe was a Financial Analyst with the Private Wealth Management Group at Goldman Sachs & Co. (2007-2009) and a Research Analyst with the Intellectual Capital Group at Legg Mason (2005-2007). Joe holds the U.K. Investment Management Certificate (IMC) and FINRA Series 3, 7, and 66 licenses. Joe earned a B.A. in History from James Madison University.
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Luiza Lee
Phone+65 6536 6213 EmailEmail
Vice President – Regional Relationship Manager, Asia
Exit Preview Luiza Lee   Vice President – Regional Relationship Manager, Asia
Phone+65 6536 6213 EmailEmail
Luiza Lee
As Vice President – Regional Relationship Manager, Asia, Luiza is responsible for establishing, maintaining, and enhancing relationships with clients and consultants based in Asia. Prior to joining the Firm in 2021, Luiza was a Business Development Manager covering institutional clients at Nomura Asset Management Singapore Limited (2016-2021) and Lion Global Investors Limited (2014-2016). Luiza earned a BSc in Mathematics and Economics from Nanyang Technological University.
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Johnathan Lim
Phone+65 6536 6213 EmailEmail
Regional Relationship Manager, Asia
Exit Preview Johnathan Lim   Regional Relationship Manager, Asia
Phone+65 6536 6213 EmailEmail
Johnathan Lim
As Regional Relationship Manager, Asia, Johnathan is responsible for establishing, maintaining, and enhancing relationships with clients and consultants based in Asia. Prior to joining the Firm in 2018, he served as Assistant Manager – Business Development (Institutional Sales) at Lion Global Investors (2017-2018) and worked in sales at IHS Markit (2015-2017). Johnathan earned his B.A. in Economics from the National University of Singapore.
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Ryan D. Opsahl, CAIA
Phone+44 20 7786 6364 EmailEmail
Vice President, Regional Relationship Manager – EMEA
Exit Preview Ryan D. Opsahl, CAIA1   Vice President, Regional Relationship Manager – EMEA
Phone+44 20 7786 6364 EmailEmail
Ryan D. Opsahl, CAIA
As a Relationship Manager of Global (ex-U.S.) Sales and Client Service on assignment with Brandywine Global Investment Management (Europe) Limited, the Firm's operating unit located in London, England, Ryan is responsible for maintaining and enhancing our relationships with clients and consultants based in Europe, the Middle East and Africa. He joined the Firm in October 2011. Prior to joining Brandywine Global, Ryan held multiple positions with The Concord Advisory Group, LTD. Princeton, N.J. (February 2008 – September 2011). He is a CAIA charter holder in addition to holding the U.K. Investment Management Certificate (IMC). Ryan earned a B.A. degree in both Economics and Communications from the University of Pittsburgh.
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Jim Smith
Phone+44 20 7073 7868 EmailEmail
Vice President, Head of UK Relationship Management
Exit Preview Jim Smith1   Vice President, Head of UK Relationship Management
Phone+44 20 7073 7868 EmailEmail
Jim Smith
As a Vice President of Brandywine Global Investment Management (Europe) Limited, the Firm`s operating unit located in London, England, Jim is responsible for establishing, maintaining, and enhancing relationships with clients and consultants based in the UK and Continental Europe. He joined the Firm in February 2016. Prior to joining Brandywine Global, he held multiple client facing roles at T. Rowe Price Group (2006-2015). Most recently, Jim was a Vice President and Key Account Manager - Global Financial Institutions and Chair of EMEA Intermediary Committee (2014-2016), prior to that he was Head of UK Intermediary (2012-2014) and an Institutional Relationship Manager (2006-2012). Jim earned BSc. in Business Studies from Surrey University and his Masters in Finance from London Business School.
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John Tsao
Phone+65 6536 3917 EmailEmail
CEO of BGIM Asia
Exit Preview John Tsao   CEO of BGIM Asia
Phone+65 6536 3917 EmailEmail
John Tsao
As CEO of BGIM Asia and research analyst for Brandywine Global's Global Fixed Income and related strategies, John is responsible for covering Asia and emerging market securities. John joined the Firm in 2003. Previously, he was with J.P. Morgan Chase Bank as vice president and senior economist (1999-2002), Chemical/Chase Bank as a vice president (1994-1999), Manufacturers Hanover Trust/Chemical Bank as senior economist (1981-1993), and Brooklyn College of the City of New York as an instructor in the Economics Department (1980-1981). John earned an M.A. in Economics from the Graduate Facility, New School for Social Research and a B.A. in Economics from Hobart and William Smith Colleges.