by F.L.Putnam | Mar 17, 2025
LYNNFIELD, Mass. and PORTLAND, Maine, March 17, 2025 – F.L.Putnam Investment Management Company today announced that Robertson P. Breed, CFA®, has been named to the Barron’s Top 1,200 Financial Advisors list for the seventh consecutive year. “Rob has been...
by F.L.Putnam | Mar 4, 2025
LYNNFIELD, Mass., March 4, 2025 /– F.L.Putnam Investment Management Company today announced the acquisition of AOG Wealth Management (AOG), an independent registered investment advisor based in Reston, Virginia, with more than $330 million in assets under...
by F.L.Putnam | Oct 24, 2024
LYNNFIELD, Mass., October 24, 2024 – F.L.Putnam Investment Management Company today announced that it has been named to Forbes’ 2024 Top RIA Firms list for the third consecutive year. “We are honored to be recognized again by Forbes as a Top RIA Firm. This...
by F.L.Putnam | Oct 8, 2024
LYNNFIELD, Mass., October 8, 2024 – F.L.Putnam Investment Management Company today announced the completion of its acquisition of Darwin Trust Company of New Hampshire, LLC (Darwin), a New Hampshire-chartered trust company. “This is an important investment for...
by F.L.Putnam | Sep 25, 2024
Firm is one of six Massachusetts-based companies listed on Barron’s list LYNNFIELD, Mass., September 25, 2024 – F.L.Putnam Investment Management Company today announced that it has been named to Barron’s 2024 Top RIA Firms list. The ranking of independent...
