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