History of growth and promotion at this dynamic equity investment organization Served as Assistant Director of Research; analyzed a wide range of companies • Team Leader and Portfolio Manager, LMCM Disciplined Equity Research product, 2008 – 2012 • Assistant Director of Research (DoR), 2009 – 2013 • Senior Security Analyst, 2004 – present • Assistant Portfolio Manager, ClearBridge Special Investment, 2013 – present Major Accomplishments • Appointed head of the Industrials team of the LMCM Research Fund (LGMIX) in December 2008; the sleeve outperformed Industrials custom index by 414 bps annually, according to internal measurement standards • Promoted to Assistant DoR position; oversaw and trained more than 10 junior-level analysts, several of whom were subsequently promoted to Security Analyst; vetted interns and employment candidates with the DoR • Presented research findings to brokers, clients, consultants, and Board of Directors on coverage areas • Covered a wide variety of industrial, discretionary, and materials stocks as an analyst, across market caps and value/growth spectrums; effectively communicated recommendations to portfolio managers • Recommended portfolio actions, with an average relative outperformance of 570 bps from 2006 through Q3 2011

Researched, modeled, and published on gaming, automotive and diversified industrial companies • Wrote feature articles for the public website on general investing topics • Made media appearances in CNBC, the New York Times, Barron’s, et al. Major Accomplishments • Contributed to tripling number of stocks under coverage from 2003 to 2004 • Participated in committee to keep and improve the standard DCF model for analysts

• Researched and critiqued the management of over 100 mutual funds from T Rowe Price, Vanguard, Fidelity, and other fund companies • Wrote feature articles and assisted with online educational and daily conte

• Co-managed the Rule Breaker portfolio (following a high-growth, high-risk strategy) and contributed to a daily publication on the topic; analyzed individual companies for premium products • Developed and ran investment seminars • Revised and edited books on investing, including Motley Fool Investment Guide and Motley Fool Investment Workbook