Earlier this week, Michael Boensch, Managing Director of Investment Manager Research at FLP Atrato Consulting, participated in a panel discussion alongside executives at BlackRock Blue Owl Capital and Coller Capital, about navigating the complexities of private markets. Thank you, Dynasty Financial Partners, for bringing us all together to ReFRAME the discussion around investments, the global economy, and the wealth management industry.
F.L.Putnam Investment Management Company
投资管理
Lynnfield，Massachusetts 2,225 位关注者
An independent advisory firm that delivers investment, planning and consulting services to clients nationally.
关于我们
We provide investment, financial planning, and family office services to high-net-worth clients and institutions, including endowments, foundations, and other RIAs. For over 40 years, we have delivered a comprehensive set of solutions that help clients build, preserve and manage their wealth. We serve clients nationally from offices in Maine, Massachusetts, New Hampshire, New York and Rhode Island. Our disclosures can be found by visiting our website: https://www.flputnam.com/disclosures.
- 网站
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https://www.flputnam.com
F.L.Putnam Investment Management Company的外部链接
- 所属行业
- 投资管理
- 规模
- 51-200 人
- 总部
- Lynnfield，Massachusetts
- 类型
- 私人持股
- 创立
- 1983
- 领域
- Wealth Management、Investment Management、Socially Responsible Investing、ESG Investing、Financial Planning、Retirement Planning、Estate Planning、Foundations、Millennials、Sustainable Investing、Consulting和Family Offices
地点
F.L.Putnam Investment Management Company员工
动态
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Thank you Mark Bruno and the Emigrant Partners team for featuring our CEO, Tom Manning, on the RIA+ podcast. Mark and Tom dive into the firm’s organic growth model, approach to M&A, and the importance of keeping your eye on the ball for clients. Tune in ?
Emigrant Partners is back with season two of the RIA+ podcast! I could not think of a better way to kick off the new season: F.L.Putnam Investment Management Company's Tom Manning stopped by the podcast to talk about the drivers of growth for his firm - which crossed the $10 billion in AUM threshold earlier this year, and recently received another round of investment from Emigrant. Few firms see M&A opportunities through the lens of F.L. Putnam. In this episode, Tom shared his strategy for building a true "wealth platform" that can deliver a range of highly specialized and sophisticated services to investors. The strategy has not only made FL Putnam one of the fastest growing firms in our industry in recent years, but has the firm poised for accelerated growth in 2025 - and beyond. Enjoy Episode 1 of Season 2! https://lnkd.in/ezA9uM7u
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We are incredibly proud of our employees who strive to enhance their knowledge and expertise in the industry. Today, we want to highlight our RIA Relationship Manager, Jake Mercier, CAIA, who has officially earned the Chartered Alternative Investment Analyst (CAIA?) designation. Jake joined us in 2020 and has been instrumental in educating F.L.Putnam’s #RIA clients about our alternative investment capabilities. Please join us in congratulating Jake on this achievement. Your hard work and commitment to excellence continue to inspire us all!
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Today we honor and salute all the veterans who have served our country. Thank you for your service, commitment, and sacrifice. #VeteransDay
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Gold is notoriously difficult to value because it does not generate cash flow. This month, Ellen Hazen, CFA, our Chief Market Strategist and Portfolio Manager, analyzes gold's appreciation this year (up 33%), the implications for investors, and whether gold's strength can continue. Read the full report here: https://bit.ly/3Az0to7
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Great to see our team in action last week at the With Intelligence The Wealth Fall Retreat in Dallas. It was a fantastic opportunity to connect with industry colleagues, share insights, and gain perspectives on the latest #wealthmanagement #familyoffice and #alternativeinvesting trends.?Brian Reich Stephanie Bruckner
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We continue our new hire spotlight today. Please join us in welcoming Stephen Riley, AIF?, as a Principal and Investment Advisor in our Lynnfield, Massachusetts office. With over 20 years of experience in the financial services industry and a deep commitment to delivering exceptional client service, Stephen brings both expertise and passion to our growing team in Lynnfield. Learn more about Stephen here: https://bit.ly/4fnUAJ6
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We are expanding our footprint and #hiring in Portsmouth, New Hampshire. If you are a wealth advisor or a trust officer interested in learning more about career opportunities at F.L.Putnam in Portsmouth, please contact our Chief People Officer Molly O'Connor. #FLPcareers
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Next week, Brian Reich, Managing Director of FLP Atrato Consulting Group, will lead a panel discussion on how #RIA firms are enhancing performance by adopting new technologies. Learn more: https://ow.ly/blxg50TTt8e
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Today we announced that F.L.Putnam has been named one of the top #RIA firms by Forbes and SHOOK Research. The 2024 list includes 250 independent advisory firms with more than $1.6 trillion in cumulative assets. This is the third consecutive year that F.L.Putnam has been named a top RIA by Forbes. Thank you to our employees who made this recognition possible! You can view the list ranking here: https://ow.ly/k9Os50TSNkL #ForbesTopRIA Disclosure: Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen, or experience. Awards should not be considered a sign of investment acumen or endorsement by the awarding entity or of the awarding entity by F.L.Putnam. Nothing in this communication is intended to be or should be construed as individualized investment advice. Past performance may not be indicative of future results. All investment involves the risk of loss of principal.