wisdom to a history of excellence
(As of: 9/30/2022)
$5.57 Billion Assets Under Advisement
$4.0 Billion Wealth & Investment Advisory Assets Under Management (AUM)
$1.57 Billion Assets Under Advisement
1098 Familes and Individuals
13 CFA® Charterholders
25 years average industry experience
15 CFP® Practitioners
22 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
Meet Our Team
Principal, Chief Executive Officer and President
Principal, Chief Operating Officer
Principal, Chief Administrative Officer
Principal, Chief Technology Officer
Principal, Regional President of Rhode Island, Managing Director of Investment Advisory Services
Principal, Chief Market Strategist
Principal, Managing Director of New Hampshire
Principal, Managing Director of Financial Planning
Principal, Managing Director of Client Advisory Services
Principal, Managing Director of Investment Advisory Services, Portfolio Manager
Principal, Managing Director of Quantitative Strategies, Portfolio Manager
Principal, Managing Director of Fixed Income, Portfolio Manager
Principal, Managing Director of Investment Management, Portfolio Manager
Principal, Managing Director of Sustainable Investing, Portfolio Manager
Principal, Managing Director of Atrato Consulting
Principal, Managing Director of Risk Management
Principal, Managing Director of Investment Manager Research