Name | Title | Contact Details |
---|---|---|
Brian Lyding |
Direct Sales Account Manager | Profile |
Fredric Fial |
Vice President of Sales | Profile |
Douglas Blum |
Vice President of Sales | Profile |
Alice Zheng |
Vice President Of Product Management | Profile |
Stephanie Navarro |
Vice President of Sales | Profile |
F.L.Putnam Investment Management Company (F.L.Putnam) is an independent registered investment advisor with $1.4 billion in assets under management as of June 30, 2016. We have decades of experience providing a broad range of investment advisory, financial planning and investment management services to institutions and high-net-worth individuals throughout the U.S. and abroad. Our investment philosophy is centered on the belief that in-depth, rigorous bottom-up research including analysis of environmental, social and governance (ESG) factors coupled with top-down macroeconomic analysis are the foundation of a sound long-term portfolio strategy. We utilize an asset allocation framework, employ a hybrid architecture of proprietary global equity and fixed income strategies and take an open architecture approach to construct portfolios that meet each client’s financial objectives and risk tolerance. We are headquartered in Wellesley, MA with offices in Portland, ME and Portsmouth, NH
Advisors Asset Management.. is a Monument, CO-based company in the Financial Services sector.
Azalea Capital is an investment firm headquartered in Greenville, SC, providing strategic equity capital to privately owned, middle-market firms in the Southeast to facilitate management buyouts, business recapitalizations, and growth plans. Partnering
Mawer Investment Management is a Calgary, AB-based company in the Financial Services sector.
Buena Vista Management Fund is a San Francisco, CA-based company in the Financial Services sector.