Putnam Investment Management, LLC
Putnam Investment Management, LLC (CRD# 106629) is a financial advisory firm headquartered in Boston, MA. They manage $97,851,190,759 in 180 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management97,851MILLION
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Total Number of Accounts180ACCOUNTS
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Average Account Value$543,617,726
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Kelsy Phinney (CRD# 4815083) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 19 years of experience in the finance industry.
Evan Russo (CRD# 7638900) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has 1 year of experience in the finance industry.
Jonathan Schreiber (CRD# 5848239) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 12 years of experience in the finance industry.
Gregory Shannahan (CRD# 1104192) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 40 years of experience in the finance industry.
Sophia Starr (CRD# 7770672) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has 1 year of experience in the finance industry.
Joel Stevens (CRD# 7396712) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 2 years of experience in the finance industry.
Emma Tamer (CRD# 7125262) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has 1 year of experience in the finance industry.
Vito Visconti (CRD# 7770678) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has 1 year of experience in the finance industry.
Abigail Wedge (CRD# 6520772) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 8 years of experience in the finance industry.
Patrick Wild (CRD# 7278304) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 2 years of experience in the finance industry.