Robertson P. Breed, CFA

Principal, Managing Director of Investment Advisory Services, Portfolio Manager

Mr. Breed, a CFA® charterholder, is responsible for the management of the firm’s Core U.S. Equity Strategy. In addition, Mr. Breed is co-chair of the firm’s Asset Allocation Committee and provides support to the firm-wide investment process, including both fundamental and technical research.

Rob has over 35 years of experience implementing investment policy, constructing portfolios and counseling individuals, families, endowments and foundations. His sound work has earned him a place on Barron’s list of Top Financial Advisors multiple times.

Prior to joining F.L.Putnam, Rob gained a broad range of experience in equity, fixed income and commodities trading – as well as corporate and public finance – as a member of E.F.Hutton’s Principal Training Program. He spent two years after completing that program as an institutional equity trader for both E.F.Hutton and Montgomery Securities.

Rob has been involved with several Maine non-profit organizations over the years and was a co-founding board member of the CFA Society Maine. He currently sits on the investment committees of the Maine Community College System and The Mitchell Institute.

Joined F.L.Putnam in 1991

*View certification and designation definitions here

*Information regarding Barron’s Top 1,200 Advisors Ranking:

  • Rankings are awarded in March of every year
  • The 12-month time period that is assessed begins October 1 and ends September 30
  • Calculations are done internally by the Barron’s Advisor rankings team. There are no third parties involved.
  • There is no fee to participate in the rankings. There are fees to license logos/reprints. Whether or not an advisor decides to pay Barron’s fees for these other products has no effect on their eligibility for the ranking or the likelihood that they will be ranked. For more information: https://www.barrons-advisor.com/rankings.html
    • FLPutnam has never purchased a logo or reprint for this ranking
  • Methodology: Rankings are based upon
    • assets under management/asset growth
    • revenue produced for the firm/revenue growth
    • regulatory record
    • quality of practice
    • philanthropic work

Education

MBA Finance, Leonard N. Stern School of Business, NYU
BA Economics, Bowdoin College

Distinctions

Barron’s Top 1,200 Financial Advisors* – 2017, 2019, 2020, 2021, 2022, 2023
Founding Board Member – CFA Society Maine
E.F.Hutton Principal Training Program

Affiliations

CFA Institute
CFA Society Boston
CFA Society Maine
Maine Community College System Investment Committee
Mitchell Institute Investment Committee

Committees

Investment Advisory Sub-Committee, Co-Chair
Investment Management Sub-Committee
Investment Policy Committee