Andrew Wetzel, CFA

Principal, Managing Director of Sustainable Investing, Portfolio Manager

Mr. Wetzel, a CFA® charterholder, is responsible for management of the firm’s Sustainable Opportunities, Low Carbon US Core Equity, and Focused Environmental Opportunities strategies. Mr. Wetzel also oversees the firm’s research efforts, from fundamental security, sector, market and thematic work to the integration of ESG analysis throughout the investment process.

Since joining F.L.Putnam in 2003, Andrew has been involved in all aspects of the firm’s investment process from fundamental research to portfolio management. As a Portfolio Manager, Andrew has focused on fundamental active equity management with a specialization in sustainable investing. Throughout his career with the firm, Andrew has helped clients align their investment portfolios with their values or missions and has guided F.L.Putnam’s approach through an increasingly complex sustainable investing landscape.

Andrew is an active member of the CFA Society of Boston, as an Advisory Committee member for the Society’s Sustainable Investing Task Force. Andrew also serves on the Finance and Investment Committees at Roca, Inc., a non-profit focused on reducing recidivism in populations of the highest risk young men in eastern and central MA and Baltimore, MD.

Joined F.L.Putnam in 2003

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Education

MS Investment Management, Boston University Questrom School of Business
BSc Business Administration, Finance, Suffolk University

Affiliations

CFA Institute
CFA Society Boston
Roca Inc. – Finance and Sustainability Committee

Committees

Sustainable Investing Sub-Committee, Chair
Investment Management Sub-Committee
Investment Policy Committee