Applying contemporary
wisdom to a history of excellence

History

(As of: 3/31/2024)

$8.6+ Billion Assets Under Advisement

$6.5+ Billion Wealth & Investment Advisory Assets Under Management (AUM)
$2.1+ Billion Assets Under Advisement (AUA)

2000+ Clients

1460+ Families and Individuals
160+ Institutional

107 Employees

16 CFA® Charterholders

25 years average industry experience

23 CFP® Practitioners

21 years average industry experience

Frederic Lawrence Putnam born, Salem, MA.

F.L. Putnam joins Boston office of R.M. Grant & Co., Municipal Bonds, Devonshire Street.

Putnam & Storer founded.

Name changed to F.L.Putnam & Co.

F.L.Putnam Investment Management Company formally incorporated, David W.C. Putnam, President.

F.L.Putnam acquires Winslow Asset Management of Portland, ME. AUM $200 million.

John V. Carberry named President.
AUM $500 million.

Tom Manning named CEO and President. Company adopts ESOP. AUM $1.4 billion.

F.L.Putnam acquires Financial Focus of Wolfeboro, NH. Opens branch in Providence, RI.

Atrato Consulting joins F.L.Putnam.

F.L.Putnam acquires Salem Capital Management of Woburn, MA.

F.L.Putnam acquires Aurora Financial Group of Portland ME.

Meet Our Team

Albert Parent

Albert Parent

Principal, Chief Technology Officer and Chief Information Security Officer

Thomas Fay, CFA

Thomas Fay, CFA

Principal, Regional President of Rhode Island, Managing Director of Investment Advisory Services

Keith Elflein

Keith Elflein

Principal, Managing Director of Quantitative Strategies, Portfolio Manager