Carolyn S. Macedo

Principal, Private Client Advisor

Ms. Macedo is a Private Client Advisor at F.L.Putnam Investment Management Company and is a principal of the firm. She works closely with our investment advisors, helping clients navigate their complex financial lives

She most recently served as a managing director and private wealth advisor with SVB Private (2021-2023). Prior to that position, Ms. Macedo served in similar capacities at Boston Private from 2012-2021. Ms. Macedo worked at US Trust Company, Bank of America (2007-2011) as a market executive, managing a team of private client advisors and private client managers. From 2004-2007, Ms. Macedo worked at United States Trust Company, managing the Private Banking team in New England. Ms. Macedo began her career in financial services at Silicon Valley Bank (1992-2003).

Ms. Macedo received an MBA from the Babson F.W. Olin Graduate School of Business and a bachelor of business administration in finance from the University of Massachusetts Amherst.

Joined FLPutnam in 2023.

Education

MBA, Babson F.W. Olin Graduate School of Business
BS Finance, University of Massachusetts Amherst