Mr. Mills is responsible for portfolio construction and implementation of investment policy for individuals, families, endowments and foundations. He seeks to align each client’s investment strategy with their financial planning objectives by taking into consideration time horizon, risk tolerance, income requirements, taxes, and other unique factors. He also coordinates with family members, outside advisors and with other members of the clients’ professional team.
Mr. Mills has over 25 years of wealth and investment management experience. He most recently served as Executive Managing Director and Senior Wealth Advisor at Boston Private Wealth. Prior to Boston Private, he held senior client advisor roles at Banyan Partners and Silver Bridge Advisors. Mr. Mills started his career at Fidelity Investments where he served as a Senior Relationship Officer in the Portfolio Advisory Services Group. During his tenure at Fidelity, Mr. Mills managed a portfolio of approximately $750 million for high-net-worth individuals. He holds the CERTIFIED FINANCIAL PLANNER™ professional designation and received a MS in Finance from Northeastern University and a BA in History from Trinity College.
Mr. Mills is a member of the Financial Planning Association, the Boston Estate Planning Council and the Essex County Estate Planning Council. He recently served on the finance committee of the Waldorf School at Moraine Farm and is a current Board Member of Beverly Youth Hockey.
Joined F.L.Putnam in 2019