Tony, Davidow CIMA®
As an investment strategist for the Franklin Templeton Institute, Tony Davidow is responsible for developing and delivering the Franklin Templeton Institute’s insights on the use of alternative investments through independent research, participating in industry conferences, webinars and engaging directly with key partners and clients. The Franklin Templeton Institute harnesses the depth and breadth of the firm's global investment expertise and extensive in-house research capabilities to deliver unique investment insights to our clients.
Prior to his current role, Mr. Davidow held senior leadership roles with Morgan Stanley, Guggenheim and Schwab among other firms. Davidow began his career working for a New York-based Family Office and has worked directly with many institutions and ultra-high-net-worth families over the years. He is a frequent writer and speaker with deep expertise in the use of alternative investments, asset allocation and portfolio construction, as well as goals-based investing.
Mr. Davidow received the prestigious Investments & Wealth Institute Wealth Management Impact Award in 2020 for his contributions to the wealth management industry; and was awarded the Stephen L. Kessler writing award in 2017, and honorable distinction in 2015. He is also the author of "Goals-Based Investing: A Visionary Framework for Wealth Management" (McGraw-Hill 2020).
Mr. Davidow holds a B.B.A. degree in Finance and Investments from Bernard M. Baruch College and has earned the Certified Investment Management Analyst (CIMA®) designation from the Investments & Wealth Institute and the Wharton School of the University of Pennsylvania. Davidow formerly served on the Board of Directors of the Investments & Wealth Institute, and currently serves as the Chair, Investment & Wealth Monitor, Editorial Advisory Board.