Daosith Lemay, CFP®

Principal, Private Client Advisor

Mr. Lemay is a private client advisor in our Wolfeboro, New Hampshire office. Working closely with our investment advisors, Daosith helps clients navigate their complex financial lives. Daosith utilizes a holistic wealth management process by incorporating core elements of financial planning: financial positioning, asset protection, investment management, cash flow, tax management, retirement planning, and estate and legacy planning. He also coordinates with his clients’ family members, outside advisors and with other members of their professional team. Mr. Lemay has been CERTIFIED FINANCIAL PLANNER™ professional since 2012 and has more than 15 years of experience in the profession.

Prior to joining the firm, Daosith was a principal and senior advisor at Financial Focus, Inc. He provided financial planning and investment strategies for high net worth clients and was responsible for the firm’s business development.

Daosith lives on the NH seacoast and enjoys spending time with his wife and daughter. Daosith enjoys many outdoor activities which include soccer, skiing, swimming, running, hiking, and golfing.

Joined F.L.Putnam in 2019

Education

BS, Business Administration, Marketing, University of New Hampshire, Peter T. Paul College of Business and Economics
Certificate Financial Planning, Boston University

Affiliations

Certified Financial Planner™
NH Estate Planning Council
National Association of Personal Financial Advisors (NAPFA)
Financial Planning Association

Committees

Investment Policy Committee, Co-Chair
Investment Advisory Sub-Committee
Investment Management Sub-Committee
Risk Management Committee
Sustainable Investing Sub-Committee
Technology / Operations Sub-Committee