Ann Marie Foran, CFA

Principal, Investment Advisor

Ms. Foran, a CFA® charterholder, is responsible for portfolio construction and implementation of investment policy for individuals, families, endowments, and foundations, with a primary focus on our Sustainable Investing practice.  She seeks to align each client’s investment strategy with their financial planning objectives; taking into consideration time horizon; risk tolerance; income requirements; taxes; and other unique factors, such Environmental, Social, and Governance considerations.

Ann Marie has more than 25 years of investment experience.  Prior to joining F.L.Putnam, she held positions as an Investment Strategist with Natixis Global Asset Management focused on Sustainable Investments and Long/Short Alternative strategies, Portfolio Strategist with on the Global Equity team at The Boston Company, and as a Senior Strategy Analyst with Putnam Investments.

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Education

BA Economics, Boston College

Affiliations

CFA Institute
CFA Society Boston