Applying contemporary
wisdom to a history of excellence

History

(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

1240 Clients

1098 Familes and Individuals 
142 Institutional

83 Employees

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

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

Steven Violin, CFA

Steven Violin, CFA

Principal, Managing Director of 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