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Shane Clifford — Partner, Head of Global Wealth · Carlyle · New York, New York, United States.
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About
Shane Clifford is a Partner and Head of Global Wealth at Carlyle, based in New York, and a member of Carlyle's Leadership Committee. His background spans both institutional and wealth distribution across alternative asset management. He leads Carlyle's Global Wealth distribution business, bringing institutional-quality private markets products to individual investors across a global footprint — with a particular focus on the firm's growing suite of evergreen, perpetual-capital vehicles. Shane has over 25 years of industry experience in business development and strategy across alternative asset management and financial services. Prior to Carlyle, he was a Senior Managing Director at Franklin Templeton, where he led global growth strategy and business development for the firm's alternatives platform across both institutional and wealth channels. Earlier, he held senior leadership roles at Legg Mason subsidiaries EnTrustPermal and Permal Group, building and running global business development teams — spanning sales, investor relations, client service, and marketing — that served both institutional and private wealth clients globally. He began his career at Merrill Lynch before spending several years at BlackRock across the U.S., UK, Middle East and Latin America. He is a graduate of the University of Limerick, Ireland, and holds an MBA from Boston University's Questrom School of Business.
Experience
Partner, Head of Global WealthCurrent
The Carlyle Group · New York, United States
Jul 2023 – Present
Lead Carlyle's Global Wealth distribution business, overseeing go-to-market strategy, product prioritization, and sales execution across a global footprint spanning RIAs, private banks, and other wealth channels. Direct distribution strategy for Carlyle's suite of evergreen and closed-end private markets products, including credit, private equity, and real assets vehicles designed for individual investors. Lead a global team responsible for sales, business development, and client relationships across the firm's wealth channel. Partner with senior leadership on new product development, platform expansion, and firmwide growth priorities as a member of Carlyle's Leadership Committee. Represent Carlyle at industry conferences and client events globally, and serve as a firm spokesperson on private markets access and wealth management trends.
Senior Managing Director, Alternative Strategies
Franklin Templeton · New York, United States
Sep 2018 – Mar 2023
Education
Skills
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