Mr. Mercier is a portfolio analyst and works alongside the portfolio managers, investment advisors, and private client advisors to implement portfolio strategy in accordance with each client’s investment objectives. He also supports F.L.Putnam’s operations team through internal audits, custodial reconciliations, and client reporting.
Before joining the firm, Jake served as an Internal Sales Consultant with John Hancock Financial and was a Registered Representative with New York Life. He received his undergraduate degree in economics at UMASS Amherst in May of 2018.
In his spare time, Jake enjoys playing hockey and golf and spending time with family and friends.
Joined F.L.Putnam in 2020