ClearBridge Advisors

Institutional Client Services

The Institutional Client Service Team:

  • Acts as liaison between ClearBridge Advisors and large institutional clients
  • Ensures rapid responses to requests from existing institutional clients
  • Sets up and participates in client review meetings and discussions
  • Coordinates the accurate set up of all direct institutional and dual contract high net worth accounts during the inception phase
  • Assures timely funding and accurate performance monitoring from day one
  • Conducts conference calls to coordinate proper dual contract set up procedures
  • Acts as primary interface with Portfolio Managers upon account inception to ensure proper trade implementation on day one
  • Supervises client reporting

Institutional Client Services Team Professionals


New York City Office:

Nicole Tarallo

Head of Client Service

Timothy Angeloni

Client Service Manager

Evelyn Cabrera

Client Service Manager

Ellen Owens

Client Service Manager

Stephanie Rubin

Client Service Manager

Jessica Rinchiuso

Account Transition Manager


San Francisco Office:

Susan Pak

Client Service Manager

Arnold Suliguin

Client Service Manager

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