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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. Fetter   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. Tad is a member of the Firm's Executive Board.

Sales and Relationship Management

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Joseph Larkin
Phone215-609-3746 EmailEmail
Director of Client Service & Sales Support
Exit Preview Joseph Larkin   Director of Client Service & Sales Support
Phone215-609-3746 EmailEmail
Joseph Larkin
As Director of Client Service and Sales Support, Joe is responsible for overseeing the Client Service and Sales Support teams as well as firm-wide client service initiatives. Joe previously held roles as Director of Business Development and Client Service in Brandywine Global's Singapore office and Associate Director of Business Development and Client Service in Brandywine Global’s London office. 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, 24, and 66 licenses. Joe earned a B.A. in History from James Madison University.
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Luiza Lee
Phone+65 6028 3722 EmailEmail
Vice President, Regional Relationship Manager – Asia
Exit Preview Luiza Lee   Vice President, Regional Relationship Manager – Asia
Phone+65 6028 3722 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 6028 3723 EmailEmail
Vice President, Regional Relationship Manager – Asia
Exit Preview Johnathan Lim   Vice President, Regional Relationship Manager – Asia
Phone+65 6028 3723 EmailEmail
Johnathan Lim
As Vice President – 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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Richard Rauch, CFA
Phone+61 448 144 624 EmailEmail
Investment Director
Exit Preview Richard Rauch, CFA   Investment Director
Phone+61 448 144 624 EmailEmail
Richard Rauch, CFA
As Investment Director, Richard is responsible for establishing, maintaining, and enhancing relationships with clients and consultants in Australia and New Zealand. Currently based in Sydney, Australia, he has nearly 20 years of investment experience across multiple markets and regions. Prior to joining the Firm in 2022, he was Investment Director/Senior Investment Specialist at First Sentier Investors (Australia) (2014-2022) and Investment Director/Portfolio Specialist at Wellington Management (Australia) (2010-2014). Prior to these roles, he was with Goldman Sachs (United Kingdom) and State Street Corporation (United States). Richard earned his B.S. in Finance from Rutgers University, is a CFA® Charterholder, and is a member of the CFA Institute and CFA Society of Sydney (CFAS).
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Jim Smith<sup style='vertical-align:baseline;position:relative;top:-0.4em;'>1</sup>
Phone+44 20 7073 8621 EmailEmail
Senior Vice President
Exit Preview Jim Smith1   Senior Vice President
Phone+44 20 7073 8621 EmailEmail
Jim Smith<sup style='vertical-align:baseline;position:relative;top:-0.4em;'>1</sup>
As a Senior Vice President, Jim is responsible for establishing, maintaining, and enhancing relationships with clients and consultants. 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 6028 3726 EmailEmail
CEO of BGIM Asia
Exit Preview John Tsao   CEO of BGIM Asia
Phone+65 6028 3726 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.