Elisabeth Salvi

Principal, Director of Portfolio Analysis

Ms. Salvi is the Director of Portfolio Analysis at F.L.Putnam Investment Management Company, overseeing the Portfolio Analyst team. Liz works alongside the portfolio managers, investment advisors, and private client advisors to implement portfolio strategy in accordance with each client’s investment objectives while aligning client portfolios with the investment policies and investment strategy of F.L.Putnam Investment Management Company.

Prior to joining the firm, Liz worked as a trading and operations manager for Mariner Wealth Advisors and RR Advisory Group. She has over 12 years of experience within the industry. She was responsible for trading client portfolios, managing the CRM and reporting software integration and implementation, and streamlining operational processes.

Liz and her husband recently returned to Marblehead, MA from New York City. Outside of the office, she enjoys traveling, running, and spending time with her family.

Joined F.L.Putnam in 2018

 

Education

BSc Business Administration, Mathematics, Skidmore College

Committees

Risk Management Committee
Technology / Operations Sub-Committee