St. Denis (Sandy) J. Villere, III

Partner, Portfolio Manager



St. Denis (Sandy) J. Villere, III

Villere Balanced Fund

Sandy brings a compassionate understanding to each client. He wears his clients’ hopes and concerns on his sleeve as he evaluates potential strategies for reaching their goals. He loves seeing when the strategies pay off and helping clients fulfill their dreams.

He’s a voracious researcher with a quizzical mind, storing bits about the firm’s portfolio companies. His detailed knowledge of investment prospects helps the Villere team make more informed decisions.

Sandy joined the firm in 1999 to launch and manage Villere’s first mutual fund. He started his career as an institutional research analyst and equity sell-side analyst with Gerard Klauer Mattison, a Wall Street institutional equity research firm. He earned a B.S. in finance from Southern Methodist University. He is a member of the CFA Institute.

Sandy has been frequently quoted by the Wall Street Journal, Associated Press, and Reuters. He is a regular guest on CNBC and other financial media outlets.

Sandy dedicates much of his personal time to New Orleans charities. As president of Carrollton Boosters, he oversees 5,000 players in youth baseball, softball, basketball, soccer, flag football, and lacrosse.

He is the former board chairman of Trinity Episcopal School. He also serves on the board of Pro Bono Publico Foundation, helping the organization raise $1 million for New Orleans charter schools every year. In 2004, he was a co-founding trustee of Choice Foundation where he served as treasurer.

Sandy is married with three children.



Ticker Fund Name Net Asset ($ M)*
FBTCX Villere Balanced Fund $ M


* Net Assets include for all classes



Source - www.franklintempleton.ca

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