Single or Multi-Family Offices
Endowments / Foundations
Independent Wealth Managers
Socially Responsible Investing
Private Market Impact Investing
Internally Managed Solutions
Externally Managed Solutions
Meet Our Team
Susan John, CFP, F.L.Putnam’s Managing Director, Private Client Advisor, and 2019 Chair of the CFP Board, Quoted in Barron’s
January 12, 2020
How Healthy Is the US Consumer?
By Ellen Hazen, CFA®, Chief Market Strategist July 29, 2022 July Takeaways: The economy slowed,...
Watch Out for Estimate Reductions
By Ellen Hazen, CFA, Chief Market Strategist June Takeaways: The US economy softened at the...
Growth Overtakes Inflation as Top Investing Focus
By Ellen Hazen, CFA, Chief Market Strategist May Takeaways: S&P500 companies finished...