Wendy M. Bush

Private Client Advisor

Ms. Bush is a Private Client Advisor based in our Portland, Maine office. A long-time member of the team, Wendy has worked with local families and institutions for over 30 years. Through coordination with our investment, financial planning, and client service teams, Wendy helps to align our clients’ portfolios with their financial objectives. She has also represented the firm in the local community through board participation and philanthropic efforts.
Before joining F.L.Putnam, she worked with One Hundred Westminster Street, the trust/private banking division of the former Fleet National Bank in Providence, RI.

Wendy has a long history of community service. In addition to her many current memberships, she was previously a trustee of the Portland Public Library and of Mercy Hospital.

Joined F.L.Putnam in 1985

 

Education

BA Mathematics, Wellesley College

Affiliations

Phi Beta Kappa Society
YMCA of Southern Maine Trustee, Endowment Committee Chair
Portland Public Library Finance and Development Committees
Mercy Healthcare Foundation