Applying contemporary
wisdom to a history of excellence
History
(As of: 2/28/2025)
$12.1 Billion Assets Under Advisement
$8.2 Billion Wealth & Investment Advisory Assets Under Management (AUM)
$3.9 Billion Assets Under Advisement (AUA)
2900 Clients
2700 Families and Individuals
200 Institutional
137 Employees
21 CFA® Charterholders
25 years average industry experience
30 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.
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.
F.L.Putnam acquires Arbor Capital Management Corp of Amherst, NY, Four Ponds Financial Planning LLC of Mashpee, MA, and Ascension Asset Management LLC of New York, NY. F.L.Putnam completes acquisition of Darwin Trust Company of New Hampshire.
F.L.Putnam acquires AOG Wealth Management of Reston, VA.
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 and Chief Information Security Officer
Michael Timmermans
Principal, General Counsel, Chief Compliance Officer
Molly O’Connor
Principal, Chief People Officer