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
R. Thomas Manning, Jr., CFA
Principal, Chief Executive Officer and President
Ellen Flaherty
Principal, Chief Operating Officer
Chris Parker
Principal, Chief Administrative Officer
Albert Parent
Principal, Chief Technology Officer
Thomas Fay, CFA
Principal, Regional President of Rhode Island, Managing Director of Investment Advisory Services
Michael Timmermans
Principal, General Counsel, Chief Compliance Officer
Ellen Hazen, CFA
Principal, Chief Market Strategist
Molly O’Connor
Principal, Chief People Officer
Kristen Madden, CMFC®
Principal, Managing Director of New Hampshire
Susan MacMichael John, CFP®
Principal, Managing Director of Financial Planning
Glen Martin, CFP®
Principal, Managing Director of Client Advisory Services
Robertson P. Breed, CFA
Principal, Managing Director of Investment Advisory Services, Portfolio Manager
Keith Elflein
Principal, Managing Director of Quantitative Strategies, Portfolio Manager
Ryan McQuilkin, CFA, CFP®
Principal, Managing Director of Fixed Income, Portfolio Manager
Steven Violin, CFA
Principal, Managing Director of Investment Management, Portfolio Manager
Andrew Wetzel, CFA
Principal, Managing Director of Sustainable Investing, Portfolio Manager
Brian Reich
Principal, Managing Director of Atrato Consulting
Michael Boensch, CFA, CAIA
Principal, Managing Director of Investment Manager Research