by Caroline Lumnah | Jul 25, 2024
Transactions add more than $1.25 billion in assets under management, 450 clients, and two new offices Arbor Capital, Four Ponds, and Ascension deepen F.L.Putnam’s financial planning and investment management capabilities with 10 new advisors LYNNFIELD, Mass., July 25,...
by Caroline Lumnah | Jul 18, 2024
F.L.Putnam was ranked for the eighth consecutive year on Financial Advisor Magazine’s list of the top independent registered investment advisors by year-end assets as of 12/31/23. The firm was also featured on Financial Advisor Magazine’s Top 50 Fastest-Growing Firms...
by Caroline Lumnah | Apr 29, 2024
Nicole Ford brings over 20 years of alternative investment operational due diligence experience LYNNFIELD, Mass. and NEW YORK, April 29, 2024 – F.L.Putnam Investment Management Company today announced that Nicole Ford has joined the firm’s consulting division, Atrato...
by F.L.Putnam | Apr 10, 2024
Acquisition of New Hampshire chartered trust company expands F.L.Putnam’s wealth management platform with comprehensive trust services, a new office in Nashua, New Hampshire LYNNFIELD, Mass. and NASHUA, N.H., April 10, 2024 – F.L.Putnam Investment Management...
by F.L.Putnam | Mar 26, 2024
LYNNFIELD, Mass. and PORTLAND, Maine, March 26, 2024 – 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, ranking #2 in Maine. Mr. Breed has appeared on...