Investment Bank/Securities Brokerage - Wellesley, MA, US
Senior Vice President, Managing Director Financial Planning, Private Client Advisor
Principal, Managing Director of Quantitative Strategies, Portfolio Manager
F.L.Putnam Investment Management Company, an SEC-registered investment advisory firm, provides investment management, consulting, and financial planning advice and services to high-net-worth clients, endowments, and foundations. We have delivered a comprehensive set of solutions that help clients build, preserve, and manage their wealth for over 35 years and are known for our expertise in sustainable investing and ESG analysis.FLP has over $5 billion in assets under advisement and offices in MA, ME, NH, NY and RI.Our disclosures can be found by visiting our website: https://www.flputnam.com/disclosures.