Applying contemporary
wisdom to a history of excellence

History

(As of: 8/1/21)

$4.1 Billion

Total assets under management

1121 Clients

123 Endowments and Foundations;
998 Families and Individuals

63 Employees

9 CFA® Charterholders

25 years average industry experience

14 CFP® Practitioners

25 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.

Meet Our Team

Thomas Fay, CFA

Thomas Fay, CFA

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

Ellen Hazen, CFA

Ellen Hazen, CFA

Principal, Managing Director of Proprietary Investment Management, Portfolio Manager

Keith Elflein

Keith Elflein

Principal, Managing Director of Quantitative Strategies, Portfolio Manager

Steven Violin, CFA

Steven Violin, CFA

Principal, Managing Director of Proprietary Investment Management, Portfolio Manager

Andrew Wetzel, CFA

Andrew Wetzel, CFA

Principal, Managing Director of Sustainable Investing, Portfolio Manager

Brian Reich

Brian Reich

Principal, Managing Director of Atrato Consulting